Trader

• Process trades in client accounts consistent with Savant’s investment strategy.
• Analyze clients’ portfolios, identifying key areas that need to be altered according to strategy, asset location and tax needs.
• Largely responsible for cash management including properly investing cash (dividends, interest and deposits) and raising cash (systematics, one-time withdrawals and fees) all according to the portfolio needs.
• Rebalancing the accounts as needed.
• Complete trades on time, during market hours and process Same Day trading requests.
• Place trade orders through custodians as well as process trades via telephone.
• Setup and maintain client cash and investment model information in the trading software.
• Analyze trading data and look to improve efficiency and reduce costs.
• Stay informed about market trends, news, and economic developments that may impact trading strategies.
• Communicate respectfully and efficiently with CSRs and Advisors on client account inquiries.
• Maintain a working knowledge of Savant’s investment philosophy, portfolio construction and appropriate model securities.
• Prepare and update as necessary documentation for processing trades.
• Provide consistent, thorough, and accurate communication to all parties involved with trading requests.
• Support the investment research team as needed.
• Maintain team approach by assisting and filling in for others.

Trader executing portfolio strategy and managing cash flow needs for Savant

Trader executing Savant’s portfolio strategy and managing cash flow needs while supporting client service standards. Collaborating with the investment team to enhance operational efficiency and portfolio management.

• Manage and optimize a natural gas trading portfolio focusing on Midwest and Rockies markets.
• Initiate, develop and execute strategies to capture profitable term natural gas trading opportunities within the Midwest and Rockies region.
• Monitor and evaluate relevant market conditions, pivoting in/out of trades as necessitated by market conditions.
• Evaluate existing trading processes and collaborate with trading personnel to improve efficiency, transparency and value-added measures.
• Evaluate, execute, and manage short and long-term storage positions across the Midwest and Rockies, optimizing around seasonal spreads, and power and industrial load to create incremental value.
• Use experience to develop optimization and trading strategies and direct origination efforts to execute these strategies.
• Clearly communicate summaries of relevant market conditions & opportunities upward within the organization.
• Primary responsibility for establishing and executing trading strategies to optimize the value of EQT's contractual pipeline capacity & storage assets.

Trader managing natural gas trading portfolio focusing on Midwest and Rockies markets

Trader I, II, Sr., Principal

Trader managing and optimizing a natural gas trading portfolio for EQT Corporation. Focus on Midwest and Rockies markets with responsibilities in strategy development and market evaluation.

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Trader

Trader I, II, Sr., Principal