Responsible for maintenance of equity allocation models and setup of new custom models in trading system. Equity and mutual fund trades directed by investment officers and departments within Wealth Management Group are sent to the Equity Trader s desk for execution. The Equity Trader is also responsible for assisting in trade execution problems and may offer execution advice to Investment and Administration Officers and Department Managers.
Bachelor s degree required
1 to 3 years of experience in Equity Trading or Equity Portfolio Management required
Master s of Business Administration preferred
Series 7, 62, CFA Certification or equivalent preferred
Knowledge of Securities, trade execution and settlement
Possesses attention to detail with excellent follow-through
Able to work under pressure with multiple deadlines