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Asset Management, Trade Coordinator, Associate

Job Location

Off Site

Published By

B&B investments

Type of Job

Full Time

Published Date

9 November 2021 at 9:00:00 pm

About the job

The Managed Accounts Middle Office team supports this business, performing these primary functions: (a) implementing equity trades for discretionary strategies, (b) ensuring the accuracy of investment data used within the portfolio implementation process, (c) delivering model portfolios to sponsoring intermediaries for non-discretionary strategies, and (d) working with internal partners to improve the scalability and efficiency of the business. While the Managed Accounts Middle Office resides within the Operations organization, it is tightly integrated with the Front Office Portfolio Managers and Product Specialists.

The Role

Trade discretionary Managed Accounts on a daily basis across a variety of investment strategies:
o New account investments

o Cash and security activity

o Tax harvesting requests

· Implement Portfolio Manager model changes for 10+ equity strategies

Review client accounts for model drift and strategy deviation
· Monitor and update models for non-discretionary platforms

Research and respond to specific account inquiries in a timely manner
Partner with the PM teams, client service and technology teams to resolve issues and improve scale and efficiency
Participate in the planning and development of new business processes
Support a culture of continuous improvement by defining, documenting and implementing process improvements



  • Bachelor’s degree required

  • 3-5 years work experience in the financial services industry

  • Strong analytical skills with a desire to drive automation utilizing Intelligent Automation tools

  • Detail and goal oriented, process focused

  • Excellent communication and interpersonal skills

About us

At Bear and bull investments, We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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