Credit Analyst
Worldpay
Job Level
Junior
About the role
- Effectively communicate to advisors the best solution for their client
- Provide analysis on client accounts and portfolio management decisions
- Conduct research on portfolio holdings and stay current on stock specific news
- Manage customized client portfolios
- Research and create customized investment solutions for high-net-worth individuals and institutions
- Implement investment action decisions for the portfolio team
- Monitor account positions daily
- Generate and execute specific account level trades
- Invest new accounts and liquidate terminated accounts
- Rebalance for contributions/withdrawals
- Execute trades in a variety of asset classes including options and equities
- Responsible for the timely and accurate execution of trades throughout the day as submitted by Advisors
- Continuously improve the trading process and procedures to gain efficiencies and improve trade execution
Requirements
- Bachelor's degree in business, finance or accounting required
- Graduate degree or working towards the CFA designation is preferred
- 1-3 years of investments experience
- General knowledge regarding common options strategies
- Experience with Bloomberg, Orion, Moxy or other Order/Trade management systems preferred
- Proficient in Excel
