Work closely with portfolio managers and administrators to effectively implement portfolio trading strategies across thousands of individual accounts.
Develop a deep understanding of the portfolio management and custodial software to identify areas for potential improvement and efficiency gains.
Day-to-day execution of the trading strategy, including building, reviewing and submitting trade blotters.
Support portfolio managers in research-related activities on an as needed basis.
Create and maintain positive relationships within and outside the team.
Respond to client requests for additional information.
Help produce and maintain firm marketing material.
Ad hoc projects to help grow the business or deliver better client service. This might include, but is not limited to, updating website content, researching software tools, or maintaining internal KYP and KYC documentation.