Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors.
December 06, 2022
Building relationships within front office and support areas, and be able to leverage them for exceptional client service.
December 12, 2022
Monitoring and responding to incoming market information, economic announcements, and general trading activity to manage portfolio risk and identify investment opportunities.
January 08, 2023
Respond to ad-hoc requests for information and analysis from Portfolio Managers, Analysts and other departments like Legal, Compliance, Operations, IT and Marketing.
January 29, 2023
Actively Sales-Trade High-Touch orders where individual clients prefer a single point-of-contact for all equity execution channels.
March 07, 2023
Understanding of applicable regulatory issues and general regulatory landscape.
March 31, 2023
Contribute to Transaction Cost Analysis process and use data to provide insights which lead to actions that lower execution costs.
May 06, 2023
Assist in commission management which includes monitoring research budget allocations and commission payments.
May 18, 2023
Handle daily retail equity trade execution within an open architecture model across multiple equity, ETF and derivatives products.
May 21, 2023