Equities Wrap Traded

Core Responsibilities:

• Generate and execute trades within standard operating procedures, seeking best execution, and ensuring regulatory requirements are met.
• Audit accounts daily to maintain alignment with core representative models.
• Generate and maintain all trade related reporting functions.
• Monitor portfolios, trades and risk metrics.
• Recommend and support implementation and documentation of process changes to increase efficiency.
• Complete all other relevant tasks issued by senior traders.

Qualifications:

• 3 years of Wrap Trading experience, with a focus in equities.
• Experience using Wrap Trading platforms such as Fiserv’s APL and Model Management Solution, Envestnet, FolioDynamix, Lockwood Manager Workstation, Morgan Stanley Money Manager Portal, Vestmark, etc.
• High attention to detail.
• Risk awareness and strict attention to procedural adherence is a must.
• Bachelors and/or advanced degree in Finance, Economic, Mathematics, Accounting, Computer Science, or related discipline.
• Ability to work in a high pressure, fast-paced environment.
• The successful candidate will have demonstrated a commitment to adhering to the highest standards of professional ethics.
• Hard working and eager to learn in a highly intellectual, collaborative environment.
• Advanced Microsoft Excel skills is a plus.
• Proficiency in a programming language is a plus (e.g. Python, Java, C , SQL, C#, Matlab, R, or VBA).
• A successful candidate will have a command of the public markets, possess the ability to assess and evaluate market news and data, and be able to provide portfolio managers with ongoing and relevant information about market sentiment, trading environment, trading volume, price volatility, etc.

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
All employees must be vaccinated.

Ability to commute/relocate:

• Atlanta, GA 30309: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Excel: 3 years (Preferred)

Work Location: One location