5 дней назад
Asset Management Senior Trading Associate (UMA Trading)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Asset Management Senior Trading Associate (UMA Trading) (Asset Management/Trading): Reviewing and implementing model portfolio overlays across managed account platforms using equities, ADRs, ETFs, UCITs, and mutual funds, with an accent on trade execution, account analysis, and model maintenance. Focus on executing large block allocations, resolving complex account discrepancies, performing tax-loss harvesting, and making accurate trading decisions in a fast-paced environment.
Location: Hybrid in Memphis, Tennessee, United States; three days per week at the corporate office
Company
is a financial services firm focused on client-first, integrity, independence, and long-term value.
What you will do
- Apply model portfolio overlays to single- and multi-sleeve trading models across managed account platforms.
- Execute trades involving equities, ADRs, ETFs, UCITs, and mutual funds according to product guidelines.
- Create and allocate large block trades, selecting execution methods, limits, local markets, and authorized participants.
- Analyze account data, identify model-position outliers, and resolve discrepancies and account errors.
- Communicate with external managers regarding trade execution and model differences.
- Perform tax-loss harvesting and update trading models using data from external money managers.
Requirements
- 13 months to 3 years of general work experience.
- Bachelor’s degree or high school education.
- Knowledge of market trading practices, managed accounts, financial markets, investment products, and securities operations.
- Advanced analytical, problem-solving, organizational, and decision-making skills.
- Intermediate Excel experience and the ability to use standard office and business software.
- Ability to communicate professionally, manage multiple tasks, work independently and collaboratively, and maintain strong attention to detail.
Culture & Benefits
- Hybrid work model with regular office presence in Memphis.
- Benefits may include medical, dental, vision, life, disability, and supplemental insurance.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- People-first culture emphasizing professional growth, collaboration, accountability, client focus, and continuous improvement.
- No travel is generally required; the posting also indicates less than 25% travel.
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