Senior Trader

Major Duties and Responsibilities

• Execute, allocate, and reconcile trades in a timely manner
• Maintain and rebalance portfolios across different strategies
• Work with firm portfolio managers to implement model changes and manage cash needs for strategy accounts
• Support trading requests from advisors and portfolio managers
• Update and maintain reports daily, weekly, and monthly to monitor model and strategy accounts
• Liaise with operations team members to resolve any critical/complex problems related to specific trading transactions or processes
• Ensure trade workflow is operating with efficiency, quality, and accuracy
• Deal with complex issues utilizing appropriate channels and resources
• Support service requests ensuring compliance and risk mitigation practices are followed
• Identify, communicate, and monitor discrepancies and workflow issues between the custodian, trading platform, and accounting system

Experience/Credentials

• B.A. or B.S. degree, in Finance, Accounting, or related field
• Minimum 5 years of experience in trade desk and securities operations
• Demonstrated knowledge of trade executions
• Demonstrated proficiency with portfolio accounting and trading systems: Tamarac, FIX Flyer, Co-Pilot
• Experience in general business applications: Salesforce, Excel, Word, SharePoint
• Proficiency with general business applications: Outlook, Word, Excel, Adobe

Competencies

• Team player with the ability to multi-task, work under pressure and resolve problems and conflicts
• Strong quantitative and analytical skills; organized, detail-oriented
• Able to meet deadlines, while still maintaining flexibility to prioritize and execute to meet client and firm needs and support peak volumes
• Strong systems knowledge and technology skills; ability to learn other MAI financial software tools and stay abreast of software updates
• Keen interest in and knowledge of the markets
• Committed to promoting best practices in the application of policies, procedures and elements of governance affecting operational risk through the firm
• Excellent oral and written communication skills
• Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships
• Risk management focused
• Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices
• Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity

Featured Benefits

• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement