USA
7 days ago
Portfolio Reviewer
Location: Remote Duration: 3-4 months with possible extension Description: Trading experience is Required Job Summary: This person will be responsible for supporting the Asset Management Services Group. Under general supervision, uses advanced knowledge and skills obtained through experience and/or training to assist money managers by executing trades based on product models and guidelines. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions. Extensive Job Duties: Overlays accounts to pre-defined trading models and executes trades based on product guidelines. Analyzes data for outliers of current positions versus models. Assists with the review of accounts to ensure they meet the portfolio manager's specifications. Mocking up trades based on the models and accounts (building trades) Qualifications: At least 4 years of recent experience wtihin the financial services industry General knowledge of the financial market Trading experience is required Ability to work in a fast-paced environment Must be very comfortable using Excel daily and Outlook Team player Quick learner Clear and professional written and verbal communication skills Education: Minimum of a High School Diploma or equivalent Required Skills: Microsoft Office Team Player Trading Financial Services As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws
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