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2 Jobs Found for ycharts in Boston
Responsibilities: Invest account assets per Investment Policy Statement (IPS), primarily using mutual funds or ETFs while also occasionally trading individual fixed income and equity instruments. Organize trade activity based on account-specific requirements, taxability, and account groupings. Place trade orders received from Client Advisors or rec...
Responsibilities: Invest account assets per Investment Policy Statement (IPS), primarily using mutual funds or ETFs while also occasionally trading individual fixed income and equity instruments. Organize trade activity based on account-specific requirements, taxability, and account groupings. Place trade orders received from Client Advisors or rec...