Sr. Trading Associate
Hanlon Investment Management - Egg Harbor Township, NJ

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POSITION: Senior Trading Associate


REPORTS TO: Trading Manager
JOB SUMMARY: Supports the trading efforts of Hanlon Investment Management .

  • Receives orders for purc hase or sale of secu rities from Research Department.
  • Contacts custodians to execute and confirm customer orders on a daily and bulk trade basis.
  • Reviews all securities transactions to ensure that trades conform to pertinent laws and regulations.
  • Mai ntains accounts according to clients allocation .
  • Process liquidation requests for distribution and money movements.
  • Process client requested allocation changes .
  • Run, review and distribute daily, weekly, monthly and quarterly reports .
  • Researches and resolves trade problems.
  • Help develop and review department procedures and polices
  • Must be able to take on some of the daily responsibilities of Trading Manager.
  • Help review daily and bulk trades for accuracy.
  • Demonstrates knowledge, skills and experience in the financial services industry
  • Demonstrates k nowledge of bonds, equities, ETFs and mutual funds
  • Demonstrates k nowledge of Variable Annuities and Variable Universal Life products
  • Experience trading mutual funds required
  • Experience trading equities and ETFs required
  • Demonstrates knowledge of ETF creation and redemption process
  • Ability to communicate effectively, both orally and in writing
  • Possess es strong organizational and time management skills
  • Detail oriented is a must
  • Ability to work in a team environment as well as autonomously.
  • Use of the utmost discretion in dealing with highly sensitive and confidential information
  • Strong people skills and presentation skills
  • Work in high stress, detail oriented environment
  • Proficiency with MS Office Suit e

  • Ability to work indoors at a desk for extended periods of time
  • Ability to ascend and descend a set of stairs
  • Ability to lift and carry 10-20 pounds as needed.
  • Listen, talk, interact, and effectively communicate with other employees, supervisors and outside contacts
  • Standing and/or sitting for extended periods of time
  • Use of phone and/or computer for extended periods of time
  • Bending, reaching and twisting in the performance of daily job functions
  • Seeing, reading, writing, utilizing a computer keyboard, mouse and other computer implements
  • Ability to work a set schedule consistent with job and/or business needs
Persons with mental or physical disabilities are eligible as long as they can perform the essential functions of the job after reasonable accommodation is made to their know n limitations. If accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible.

Education: Bachelor’s Degree
Experience: 5 to 8 years Financial Services/Brokerage sales