Related skills
excel microsoft office fixed income trading broker-dealer📋 Description
- Facilitate fixed income and equity trades
- Build orders for accounts and block trading
- Analyze portfolios to implement strategy and tax harvesting
- Maintain portfolios and models; manage client trading restrictions
- Communicate trade details between custodians and brokers; resolve discrepancies
- Post-trade compliance checks and process improvements
🎯 Requirements
- Bachelor's degree in finance or related field
- 2+ years of equity/ fixed income trading in RIA/broker-dealer/trust
- Independent worker capable of solving complex problems
- Proficiency in Microsoft Office; advanced Excel preferred
- Self-starter with strong organization and communication
- Detail-oriented with ownership mindset; team player
🎁 Benefits
- Medical, Dental and Vision
- 401(k) and ESOP contribution
- Generous sick, vacation, and parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
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