Posting Description:
As a Trade Implementations Vice President for 55ip within Asset Management Operations, you willbe responsible for (a) implementing Separately Managed Account (SMA) trades for 55ip offerings, (b) ensuring the accuracy of investment data used within the portfolio implementation process, (c) delivering model portfolio trades to sponsoring intermediaries/custodians, and (d) working with internal partners to improve the scalability and efficiency of the business.
Job Responsibilities:
- Interacting with sales and advisor success team, partner firms and custodians regarding topics related to trading and market structure
- Daily monitoring of SMAs to model portfolios based on various drift tolerances
- Executing block orders and managing allocations to various counterparties including familiarity with step out procedures and trade rotations
- Developing trading strategies with the US Trading Team based on pre-trade data and post-trade metrics
- Maintaining broker relationships for block trading and liquidity sourcing
- Support trade oversight and experience with Best Execution policies and procedures
Required qualifications, capabilities, and skills:
- Bachelors or higher degree
- 5+ years of buyside SMA trading experience
- Knowledge of US market structure and regulatory landscape
- Effective communication skills to work with diverse stakeholders and drive decision making
- Ability to work under pressure and within a complex organization
- Strong written and verbal communication skills
- Strong Excel skills
- Detail-oriented
Preferred qualifications, capabilities, and skills:
- Process improvement and implementation experience
- Ability to manage concurrent assignments effectively and efficiently
- Experience working alongside portfolio managers, client success and technology teams
- Adaptable to changing environments