Job Description
Job Description
We seek a detailed, motivated, and experienced trader to join our Asset Management Team. We are a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial planning and wealth management services. This individual should have in depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the asset management team with daily trade execution and portfolio management operations. Responsibilities include:
- All aspects of trade calculation, execution, and communication with custodians and teammates.
- Reviews all activity for accuracy of account information.
- Ensures correct ticket entry and order routing.
- Maintain communication with team and assists in resolving any settlement problems.
- Reconcile daily and monthly reports as assigned.
- Monitor portfolio drift to ensure adherence to strat...
We seek a detailed, motivated, and experienced trader to join our Asset Management Team. We are a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial planning and wealth management services. This individual should have in depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the asset management team with daily trade execution and portfolio management operations. Responsibilities include:
- All aspects of trade calculation, execution, and communication with custodians and teammates.
- Reviews all activity for accuracy of account information.
- Ensures correct ticket entry and order routing.
- Maintain communication with team and assists in resolving any settlement problems.
- Reconcile daily and monthly reports as assigned.
- Monitor portfolio drift to ensure adherence to strat...