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Fanning Personnel
Boston, MA, United States
Sr Trading Specialist/Investment Analyst Job Code : 7079 Job Category : Investment Operations Job Type : Permanent Job Location : Date Posted : Apr 18 2023 Expires On : May 31 2023 Responsibilities : · Assist in due-diligence, research and ongoing monitoring related to both current and prospective investment managers. The Associate's primary area o
Job Source: Fanning PersonnelFanning Personnel
Boston, MA, United States
•Set-up derivatives in the pricing and risk systems •Coordinate the review of daily market values •Prepare and review daily reports •Liaise between the firm's trading and operations teams •Support the firm's trade allocation, foreign exchange, and corporate actions processes •Respond to trading and investment related questions as well as assist wit
Job Source: Fanning PersonnelWellington
Boston, MA, United States
**About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative
Job Source: WellingtonFanning Personnel
Boston, MA, United States
work closely with the Investment Directors, investment teams and business professionals to contribute to efforts centered on reviewing and evaluating the integrity of our equity approaches positioning approaches for success in the marketplace helping to manage business issues such as capacity, fees and guidelines associated with portfolios under co
Job Source: Fanning PersonnelWellington Insurance Group
Boston, MA, United States
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture
Job Source: Wellington Insurance GroupMFS Investment Management
Boston, MA, United States
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the
Job Source: MFS Investment ManagementFanning Personnel
Boston, MA, United States
This Product Management role is on the alternatives and multi-asset side working with investors, relationship teams, and other colleagues. This individual will assist with leading business planning, developing new products and solutions, and creating communication strategy and materials. They will ensure integrity of risk management process, conduc
Job Source: Fanning PersonnelLincoln Financial Group
Boston
**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home employee residing outside of a commutable distance to an office location. **Relocation assistance:** is not available for this opportunity. **Requisition #:**
Job Source: Lincoln Financial GroupBoston, MA, United States
Invest account assets per Investment Policy Statement (IPS), primarily using mutual funds or ETFs while also occasionally trading individual fixed income and equity instruments. Organize trade activity based on account-specific requirements, taxability, and account groupings.
Place trade orders received from Client Advisors or received on rebalancing system.
Monitor and upload daily trade files.
Complete trade reconciliation in collaboration with client service team.
Resolve trading issues with Client Advisors and/or Custodians.
Process non-rebalancing system trades.
Work with investment team to process firm-wide directed trades.
Run and update portfolio models to rebalance at Advisor's request.
Run weekly rebalancing maintenance reports for model assignment review.
Discretionary review of cash to invest/cash to raise.
Update/maintain models/settings as needed in rebalancing system.
Monitor accounts for deviations from target asset allocation, working collaboratively with Client Advisors and the Investment team to develop strategy to close deviations.
Assist in portfolio transition management, tracking progress against client-level capital gains budgets.
Update periodic reports summarizing capital market valuations/trends across all asset classes.
Provide performance monitoring and analytical materials related to mutual fund holdings and prospective holdings.
Perform ad hoc equity or fixed income analysis requests.
Create, update and monitor reports which analyze current model portfolio attributes.
Qualifications : Bachelor's Degree required.
2-4 years related mutual fund and ETF trading experience.
Working knowledge of investments and investment analytics.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel and PowerPoint), familiarity with Tamarac, YCharts or Morningstar desirable.
Advanced Excel skills.
High standards of quality and attention to detail.
Ability to organize, prioritize and handle multiple tasks.
Ability to work under pressure and meet deadlines.
Ability to work independently and cooperatively in a team environment.
Required Years of Experience : 2
Additional Info :
For more information contact Lynn at [email protected]
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Email Alert for Trading Specialist/Investment Team jobs in Boston, MA, United States
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