What are the responsibilities and job description for the Trading Operations Specialist - Asset Management position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Trading and Operations Specialist supports the Washington Crossing Advisors (WCA) Trading and Operations team and is responsible for the day-to-day operations and coordination of trading activities. Washington Crossing Advisors is a wholly owned subsidiary of Stifel Financial Corp.
What We're Looking For
- Develop portfolio setup and maintenance related to account setup, compliance, and documentation on InData and Vestmark systems.
- Coordinate regulatory and performance reporting.
- Process billing and accounting for external business.
- Prepare model trades for dual contracts and model portfolios.
- Assist with operational projects.
What You'll Bring
- Knowledge of composite construction.
- Strong ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
- Effective verbal and written communication skills.
Education & Experience
- Minimum Required: Bachelor’s degree in business or finance or equivalent combination of education and experience.
- Minimum Required: 5 years of related experience in the financial services industry.
Systems & Technology
- Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.
- Knowledge of Bloomberg and FactSet.
- Knowledge of InData and Vestmark.#LI-AS1
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
