Company:
Fanning Personnel
Location: Boston
Closing Date: 21/10/2024
Salary: £150 - £200 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Job Responsibilities:
- Assist in executing all trades for the firm.
- Complete day-to-day client specific trade requests for investing new accounts, contributions, withdrawals, strategy changes, non-discretionary trade requests, and liquidation requests.
- Generate both tactical trades as well as general portfolio rebalancing on a strategy level for multiple accounts and strategies at a time.
- Trade block orders of ETFs and individual stocks using transaction cost analysis to determine how trades should be executed to achieve best execution.
- Assist in maintaining the integrity of the database by following trading best practices and reviewing account audit reports.
- Review and resolve basic trading errors or issues in compliance with firm policy.
- Ensure all inputs and processes to generate accurate performance returns are produced in a timely manner.
- Assist in composite construction issues to reach solutions that meet the needs of the firm while also adhering to GIPS standards and internal composite construction guidelines.
- Assist Analysts and Portfolio Managers creating reports and updates.
- Maintenance of portfolio accounting system, and reporting within that system.
- Additional Ad-Hoc duties and projects as assigned.
Qualifications:
- Bachelor's degree, preferably in business, finance, or economics.
- 1 year of experience in trading and portfolio management.
- Experience with market data platforms such as Factset, Bloomberg, Eikon.
- Ability to handle deadlines and time-sensitive situations.
Required Years of Experience:
1
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
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Fanning Personnel