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Job Description:
Job Description:
• Research, develop and implement investment solutions.
• Support new financial investment portfolio management functions through algorithm development and testing.
• Ongoing review and monitoring of enhanced overlay products and services.
• Collaboration across Product, Platform, Channel, CIO, Research and Control partners to deliver investment solutions.
• Oversight and maintenance of internal firm model portfolios and coordination of rebalance activities.
• Support of restrictions and replacement securities.
Required Qualifications:
• Must be intellectually curious and have strong critical thinking skills to solve complex problems.
• Should be able to multi-task, take ownership and deliver in a fast-paced environment.
• Requires good interpersonal skills and ability to collaborate and communicate effectively in groups.
• Requires good time management skills to deliver within project management deadlines.
Desired Qualifications:
• Bachelor’s Degree in Finance, Mathematics or Economics.
• Minimum 2-5 years of experience in a financial firm with some experience in investment products or investment management.
•Series 65 or pursuit of the CFA charter is a plus.
•Advanced Excel VBA skills and Python experience is favorable.
•Knowledge of tax efficient products or services is a plus.
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit