As a Jr Trading Specialist, you operate in a high functioning team-based environment with responsibilities in platform trade order processing, platform client communications, investment manager model delivery trading, and portfolio accounting system administration. This is a full-time position with an attractive benefits package and opportunity for advancement. We are a team composed of hungry, humble, and smart individuals that work hard and play hard. Salary commensurate to level of qualifications and experience.
· Execution responsibilities for all Taiko portal system trading tickets including daily trade processing and all related communications including monitoring and conducting relevant business directed to model trading email inbox.
· Complete daily Taiko pre and post trading QC responsibilities(Orion / ZenDesk / Taiko Portal).
· Platform system maintenance including daily system checks(Trading and Orion Administration), model construction, reconciliation, heldaway asset protocols, and data queries.
· Work directly with clients to ensure timely and accuratetreatment of all trading and billing-oriented portal communications.
· Process Taiko portal content uploads and client notifications.
· Collaborate with team to continuously develop and maintaintraining/process documentation for Taiko portal, Orion, and ZenDesk activitiesincluding internal & external trading protocols, model construction, Orionadministration, Portal administration, new client implementations, and clienttrainings.
· Work in collaboration with Orion regarding client databasesetup, including but not limited to, user management, custodian setup, billing,reporting, performance, client portal, mobile app, and risk intelligence.
· Responsibilityfor monitoring and processing correspondence directed to internal capitalaccount statement email inbox including coordination with held-away assetreporting protocols.
· Diligent monitoring and execution of SalesForce workflows and completion of SalesForce tasks by due dates assigned.
· Assist with maintenance and processing of Taiko A/R (billing and third-party payables)including Adviser(s), Third Party Manager(s), Taiko Platform, and Taiko Model Management fees.
· Maintain and update proprietary firm investment models in Y-Charts.
· B.A. in Finance or Accounting
· 1 year+ trading preferred but open to training the right person
· Microsoft Suite understanding is required (Word, Excel, Outlook, Teams)
· Preferred software knowledge: Orion and Eclipse, Salesforce, ZenDesk, Y-charts
· Experience working with brokerage/custodian platforms is a plus
...About the Role: We are seeking an experienced Audio Visual Programmer to join our team. The ideal candidate will design, develop, and implement custom programming solutions for Crestron, Extron, QSC, Biamp, and other AV control systems. This role requires a deep understanding...
...We are hiring immediately for a full time COOK position. Location : BAC Hopewell Cafe 1350 - 1300 Merrill Lynch Dr, Pennington, NJ 08534 Note: online applications accepted only . Schedule : Full Time: Monday to Friday 7:00 am - 3:30 pm Requirement :...
...Position: Fitness Trainer Full Time We are searching for a motivated Fitness Trainer to join our team! As a member of our team you will... ...protegido o cualquier otra caracterstica protegida por la ley. JOIN THE CLUB. Enhancing peoples lives with an affordable...
...Summary: SpaceX is an aviation and aerospace company that designs, manufactures, and launches rockets and spacecraft. The RF Software Engineer will work on advanced development programs in support of US National Security, focusing on RF capabilities for communications...
An opportunity for a Registered Nurse in Case Management is available in Salinas, California, at a healthcare facility. This temporary position involves coordinating patient care, ensuring appropriate utilization of resources, and facilitating communication among healthcare...