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Middle Office Trade Support
Cognixia
New York, NY | Full Time
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Middle Office/Trade Support
Green Key Resources
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$98k-156k (estimate)
6 Days Ago
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Opening for FX/Trade support/Middle office operation with one of our client-, New York USA 10004
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Fixed Income Middle Office Support
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Fixed Income Middle Office Support
Mizuho Americas Services LLC
New York, NY | Full Time
$80k-121k (estimate)
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Senior Application Support Analyst - (Middle & Back Office - BPS (Broadridge)
Options Group
New York, NY | Full Time
$109k-139k (estimate)
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Options Group
New York, NY | Full Time
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Middle Office/Trade Support
Green Key Resources New York, NY
$98k-156k (estimate)
Full Time | Ambulatory Healthcare Services 6 Days Ago
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Green Key Resources is Hiring a Middle Office/Trade Support Near New York, NY

Responsibilities
  • Execute trades across client portfolios, model trading, block trading, tax loss harvesting and Alternative Investments trading
  • Use portfolio rebalancing system to analyze and approve daily trades
  • Assist in the trade settlement/reconciliation process
  • Closely monitor account filters created to identify opportunities to trade client accounts
  • Create ad hoc trade reports as requested, including model updates
  • Proposal building and analysis of incoming client portfolios
  • Develop customized asset allocation strategies and investment solutions for clients
  • Data maintenance within several systems across the investment platform
  • Collaborate with internal team and outside firms as we act as Outsourced Chief Investment Officer for other financial advisors
  • Provide support for client relationship building and business development activities
Qualifications
  • Bachelor's degree 2-3 years financial services experience preferably in a trading support role
  • Detail oriented with strong organization skills

Job Summary

JOB TYPE

Full Time

INDUSTRY

Ambulatory Healthcare Services

SALARY

$98k-156k (estimate)

POST DATE

06/21/2024

EXPIRATION DATE

08/06/2024

WEBSITE

greenkeyllc.com

HEADQUARTERS

POTOMAC, MD

SIZE

500 - 1,000

FOUNDED

2004

CEO

CHELSEA MURPHY

REVENUE

<$5M

INDUSTRY

Ambulatory Healthcare Services

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