Analyst, Contact Center Services (Trader)

Job description

Role Summary This is a critical Trader role with the firm responsible for executing trading for Retirement Advisory Service and ActivePlus Portfolios, which include, tactical shifts, implementation of new accounts, portfolio rebalancing, client-driven requests, and model changes. The individual will utilize technical and operational knowledge to execute investment strategies across client accounts. This also includes oversight of new account opening process along with principal review responsibilities. It is an excellent opportunity to use comprehensive knowledge of trading operations to recommend process changes and improvements to managers. The ideal candidate will be open to opportunities for knowledge sharing and skills development. Responsibilities: - Execute orders for portfolio rebalancing, tactical shifts, client-driven requests, and model changes. - Complete principal review and required maintenance, including account terminations and onboarding. - Applies understanding of internal controls to help identify and mitigate risk in conjunction with trade review. - Communicates with internal staff to process adjustments for client trading and reporting while maintaining complia...