Trading Analyst, Overlay Portfolio Management

- Series 7 and 65 (or 66) licenses - 3+ years of experience working in the financial industry and/or processing in a high volume and deadline-driven environment - 1+ years of Service-oriented experience working with various groups such as clients, other firms, service team, offshore partners, and various business units within a company

- Effective team player - Ability to handle escalated items timely and accurately. - Demonstrates the ability to collaborate across departments and in meetings to implement or support ongoing processes and projects. - Client-first customer service-oriented mindset from a financial background - Attention to detail, problem-solving skills, and excellent verbal and written abilities. - Ability to contribute positively to a team-focused environment, driving both growth and innovation. - Highly analytical, have a reputation for high productivity and accuracy, capable of achieving outstanding results under time constraints.

- BETA - Proficient - Vestmark - Proficient - Bachelor's degree - MS- Excel- Proficient - Visual Basic- Introductory - Excel Macro (Visual Basic) experience - Business Process improvement experience