Trading Operations Specialist - Asset Management

Job description

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing: The Trading and Operations Specialist supports the Washington Crossing Advisors (WCA) Trading and Operations team and is responsible for the day-to-day operations and coordination of trading activities. Washington Crossing Advisors is a wholly owned subsidiary of Stifel Financial Corp. What We're Looking For: - Develop portfolio setup and maintenance related to account setup, compliance, and documentation on InData and Vestmark systems. - Coordinate regulatory and performance reporting. - Process billing and accounting for external business. - Prepare model trades for dual contracts and model portfolios. - Assist with operational projects. What You'll Bring: - Knowledge of composite construction. - Strong ability to identify complex problems and review related information to develop and evaluate options and implement solutions. - Effective...