Aspiriant is looking for a Trader-Portfolio Management to execute trades, resolve trading issues, generate reports, and respond to client requests, ensuring accuracy and efficiency in their wealth management operations.
Requirements
- Extensive knowledge of capital markets, trading techniques (including block trade execution) and standard industry trading practices
- Proficiency in Word and Excel
- Familiarity with Schwab, Fidelity and Pershing platforms, Salesforce, and Black Diamond Rebalancer helpful
Responsibilities
- Perform daily trade execution and trade reconciliation to ensure accuracy and completion.
- Execute trades in ETFs/equities, mutual funds, fixed income, thinly traded securities, and options.
- Execute risk trades when needed.
- Communicate and coordinate trade requests with multiple separate account managers.
- Support subscriptions, redemptions and servicing private investments.
- Update and maintain trading procedures and statistics.
- Produce and maintain all SEC/Compliance reports.
Other
- Communicating directly with custodians for any information needed to resolve trading issues
- Responding to Advisor and Portfolio Administrator requests.
- The Trader-Portfolio Management has a significant amount of direct Advisor and Portfolio Administrator contact.
- The Trader-Portfolio Management is always expected to be working to ensure a positive, collaborative team environment.
- Work well with and demonstrate respect for colleagues at all levels and consistently contribute to a positive work environment for the entire staff.
- Bachelor’s degree in business, accounting, finance, economics, or related field
- Minimum of three years of trading experience working in financial services and/or investment management
