Asset Management Trading Associate - UMA Trading

Responsibilities

• Overlay accounts to pre-defined single and multi-sleeve trading models and execute trades based on product guidelines.
• Facilitate team workflow from multiple sources, ensuring timely processing of trade requests.
• Perform a variety of report generation and review.
• Field questions and resolve issues from various internal departments and branches.
• Perform tax loss harvesting.
• Produce overlap analysis on existing and/or new assets.
• Perform other duties and responsibilities as assigned.

Requirements

• General knowledge of managed account practices.
• Principles of banking and finance and securities industry trading and operations.
• Knowledge of products, including equities, ADRs, ETFs, UCITs, and Mutual Funds.
• Financial markets and investment products and services.
• Mathematical ability sufficient to calculate transactions accurately and efficiently.
• Intermediate Excel experience.
• Advanced analytical skills: analyze data to draw logical conclusions and interpret results for use in decision-making.
• Personal resilience while providing high-level customer service in a fast-paced environment.
• Problem-solving sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner.
• Organize, prioritize, and manage multiple activities/tasks simultaneously and complete work efficiently.
• Communicate effectively and professionally, both orally and in writing.
• Able to work independently as well as collaboratively within a team environment.
• Identify the needs of customers through effective questioning and listening techniques.

Skills

• General knowledge of managed account practices.
• Principles of banking and finance and securities industry trading and operations.
• Knowledge of products, including equities, ADRs, ETFs, UCITs, and Mutual Funds.
• Financial markets and investment products and services.
• Mathematical ability sufficient to calculate transactions accurately and efficiently.
• Intermediate Excel experience.
• Advanced analytical skills: analyze data to draw logical conclusions and interpret results for use in decision-making.
• Personal resilience while providing high-level customer service in a fast-paced environment.
• Problem-solving sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner.
• Organize, prioritize, and manage multiple activities/tasks simultaneously and complete work efficiently.
• Communicate effectively and professionally, both orally and in writing.
• Able to work independently as well as collaboratively within a team environment.
• Identify the needs of customers through effective questioning and listening techniques.

Qualifications

• Bachelor’s: Finance, High School (HS)

Pay

Total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Schedule

The position follows a hybrid work model; the selected candidate is expected to work 3 days a week at the company’s corporate office in Saint Petersburg, FL.