This position’s primary role is to act as Overlay Manager in the Unified Managed Accounts (UMA) program managing, coordinating, and communicating Separately Managed Account (SMA) recommendations, Mutual Funds and Exchange Traded Funds and interacting with Financial Advisors in that capacity.
* Maintain calculate, allocate and execute trades based on clients' guidelines and asset allocation under the unified managed account or separately managed account structured product approach.
* Interact as a liaison between investment managers, financial advisors, and clients. Prepare a variety of adhoc analytical reports; interact with operations, Technology, marketing and new accounts departments on any issues pertaining to the SMA and UMA products, Exchange Traded Funds and Mutual Funds.
* Must be able to discuss the Market, in general, and the holdings contained in the various pure styles and UMA portfolios.
QUALIFICATIONS
Knowledge and Skills Required:
* Individual must have a BA/BS in finance or a related field plus 1-2 years of related experience (relevant internship experience will be considered).
* Strong judgment, great telephone and organizational skills, time management.
* PC Skills should include, but not limited to, Microsoft Office (Word, PowerPoint, Outlook and “extremely” proficient in Excel).
* Team is seeking a detail-oriented individual who has the ability to multi-task in a fast paced environment.
* Must have Series 7 and 66 or 7, 63 and 65.
Send To A Friend
Posts
