The position is responsible for client investment portfolio/account administration to ensure management of client accounts to achieve client objectives, and the execution of buy/sell recommendations and requests. The position also serves as back-up equity trader and for trade execution reconcilement and settlement.
Minimum two years of portfolio / investment experience with general understanding of investment management principals, and portfolio management processes. The person would hold a 4 year degree preferably with an emphasis in finance, economics, investments, accounting and/or business. Experience with Bloomberg, Morningstar, Orion and other investment software is a plus. The position requires the ability to work well under pressure, able to organize work with a high degree of attention to detail, and strong analytic aptitude.