Pegasus Partners Ltd. P

Wealth Management Analyst & Trader

Found in: Jooble US

Description:
Job Description The Wealth Management Analyst & Trader reports to the Chief Investment Officer and the Chief Financial Officer. Primary Wealth Management Analyst responsibilities include helping advisors with asset allocation and cash management solutions.

The Trader responsibilities include setting up and balancing client accounts in Envestnet Tamarac and also include execution and settlement of trades.

The long-term goal for this position is to become a primary Analyst / Trader working directly with Pegasus's advisors to provide proactive wealth management planning for family portfolios.

Specific responsibilities and details for this position include:
Pegasus utilizes Envestnet Tamarac for trading, reporting and workflow; the Trader will use this software to help with opening and closing custodial accounts, processing account changes, new security definition and pricing, managing trade restrictions and trading group management Reconcile daily the Tamarac Order Management System to ensure that all data is accurate and current Monitor daily Tamarac CRM workflow and open request tasks; produce daily cash reports Utilize the custom models to assist advisors with monitoring and analysis of client adherence to model allocations, cash reserves, and Pegasus-managed equity portfolios Execute trades for family portfolios or as part of the Pegasus UMA platform Post-trade reconciliation of all transactions to ensure accurate execution and settlement of all trades Assist Pegasus advisors with ad-hoc analysis requests
Additional Skills Required:
High degree of systems and software orientation, particularly Excel Superior attention to detail and accuracy with an analytical mindset Excellent communication and problem-solving skills Strong organizational and time management skills Ability to maintain confidences and keep client information strictly confidential Positive, "can do" attitude daily; desire to be part of a high-functioning, supportive team atmosphere

calendar_today 3 days ago



location_on Mequon, United States

work Pegasus Partners Ltd.

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