Trade Implementation Analyst Job in Xcelyst

Trade Implementation Analyst

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Job Summary

Job Description You are a strategic thinker passionate about driving solutions using financial service skills. You have found the right team. As the Trade Implementation professional in our Portfolio Management Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Deliver critical and time sensitive processes with high level of accuracy within agreed timelines Pretrade monitoring of risk and identifying accounts to be traded by the Portfolio Managers Assist Wealth Management portfolio managers with account maintenance and account trading inquiries Re-engineering processes, procedures, and business architecture using technology like Alteryx, Python, Tableau Review, monitor and report performance of client accounts and portfolios. Example: Prepare Key Performance Indicator (KPI) packs. Implementing timely and accurate trades in the accounts based on the guidelines from the Chief Investment Office Understand orders and send trades to fulfill the following typical daily tasks: New account initial investments Monitoring cash and security activity in client accounts Liquidating accounts Tax harvesting requests Communicate and partner with trading desks, technology, operations, product, project, and sales teams to complete numerous business initiatives Required qualifications, capabilities, and skills Post-Graduation in Finance with up to 2 years of work experience in the financial services industry. Exposure to portfolio monitoring/risk or related function would be a plus Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA(Visual basic for application). Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs) Demonstrated passion and understanding of financial markets Excellent communication, teamwork, and interpersonal skills Possess strong analytical and numerical skills Strong problem-solving, control, and project management skills Preferred qualifications, capabilities, and skills Ability to operate in a fast-moving, demanding, and team-oriented environment Ability to multitask and prioritize in a fast-paced environment Demonstrates accountability and responsibility for his/her actions and results at all times

Experience Required :

Fresher

Vacancy :

2 - 4 Hires

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