Salary
💰 $55,440 - $77,360 per year
About the role
- Utilize basic industry and business knowledge to conduct analyses of hedge funds and other counterparty activities
- Contribute to the creation of customized reporting used to present information to management
- Support implementation of securities processing improvements
- Assist with identifying policy gaps and formulating policies that streamline related work processes
- Review and analyze hedge fund activities, procedures to reconcile cash/holdings and securities pricing
- Develop and use knowledge of securities, processing practices and standards
- Provide informal guidance or on the job training to lower level/new securities processing team members when required
- Appropriately assess risk when business decisions are made
Requirements
- 2-5 years of relevant experience
- Recommended licensing/registration: Series 7, Series 9, Series 10, Series 63
- Consistently demonstrates clear and concise written and verbal communication skills
- Bachelor’s Degree/University degree or equivalent experience
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
securities processinghedge fund analysiscash reconciliationholdings reconciliationsecurities pricingpolicy formulationreporting creationrisk assessment
Soft skills
written communicationverbal communicationguidancetraining
Certifications
Series 7Series 9Series 10Series 63