What are the responsibilities and job description for the Financial Operations Coordinator position at QUAD, a SolomonEdwards Company?
Job Description
This is a newly created role, ideal for a middle office operations professional, will be responsible for supporting public securities mandates and data infrastructure build out, as well as ensuring accurate client accounts investment per mandates.
The successful candidate will work closely with the investment management team to incorporate investment ideas into various portfolio strategies. Additionally, they will perform trade calculations and execution across accounts, supporting team members with Advent Black Diamond implementation and establishing best practices.
Key Responsibilities:
- Supporting public securities mandates and data infrastructure build out
- Ensuring accurate client accounts investment per mandates
- Working with investment management team on incorporating investment ideas into various portfolio strategies
- Performing trade calculations and execution across accounts
- Supporting team members with Advent Black Diamond implementation and establishing best practices
