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Portfolio Reviewer

Team Player
Excellent Written and Verbal Communication Skills
Asset Management
Financial Services
Trading
Description:

Job Summary

This person will be responsible for supporting the Asset Management Services Group. Under general supervision, uses advanced knowledge and skills obtained through experience and/or training to assist money managers by executing trades based on product models and guidelines. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality, or ingenuity in making routine decisions.

Essential Duties and Responsibilities

  • Overlays accounts to pre-defined trading models and executes trades based on product guidelines.
  • Analyzes data for outliers of current positions versus models.
  • Assists with the review of accounts to ensure they meet the portfolio manager's specifications.
  • Mocks up trades based on the models and accounts (building trades).

Knowledge, Skills, and Abilities

  • At least 4 years of recent experience within the financial services industry.
  • General knowledge of the financial market.
  • Trading experience is required.
  • Ability to work in a fast-paced environment.
  • Must be very comfortable using Excel daily and Outlook.
  • Team player.
  • Quick learner.
  • Clear and professional written and verbal communication skills.
  • Minimum of an Associate's Degree.

This is the pay range that Magnit reasonably expects to pay for this position: $23.28/hour - $31.03/hour

Benefits: Medical, Dental, Vision, 401K

QUALIFICATION/ LICENSURE :
  • Work Authorization : US Citizen
  • Travel Required : No travel required
  • Shift timings: Not specified
Job Location St. Petersburg, Florida (On-Site)
Pay USD 23.28 - USD 31.03 Per Hour
Contract Duration 4 month(s)