salary: $22.97 - $22.97 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelor
Responsibilities
– Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric’s portfolios and order management systems
– Provide reconciliation support for investment teams
– Establishing new client accounts in trade management system
– Work with brokers and custodian banks to resolve trade settlement problems
– Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines
– Facilitate the accurate and timely delivery of critical business information among all necessary parties
– Initiate the execution of transactions directed to specific brokers as specified in client contracts
– Act as business owner of data, demographic and activity reports, operations requirements and daily account processing
– Collaborate with fellow colleagues to ensure all daily SMA fixed income and equity functions are completed concisely each business day
Skills
Qualifications
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