Investment Securities Trader/Analyst - Michigan City

Only for registered members Michigan City, United States

2 weeks ago

Default job background
+h2>Job summary

The Securities Trader/Analyst will manage key aspects of the investment team's trading and portfolio management processes including trade execution and settlement,investment reporting and research regulatory reviews collaborating with Wealth Advisors on client requests.

+ul>
  • Executes most securities trading for most of the firm's stocks bonds mutual funds stock options
  • Maintains relationships with brokers collaborates with Operations Department to resolve settlement issues
  • Assists Portfolio Managers with strategy change execution in client accounts security purchases sales swaps asset allocation performance monitoring reporting overdraft protections resolution account setup models/user defined codes fiduciary fee review IRA accounts new assets system account restrictions exclusions associated models/user defined codes
  • +ul>
  • Works with Portfolio Managers develop investment proposals for a client's financial goals risk tolerance Support Senior Portfolio Managers CIO developing preparing reporting packets for client meetings Investment Strategy Policy Monitors global macroeconomic conditions financial markets monitors fundamentals firm stock bond positions Participates Investment Committee making asset allocation strategy individual asset selections recommendations Assists Senior Portfolio Managers CIO curating disseminating investment research for asset selection wealth advisors reports monthly quarterly semiannual basis Board Planning Meeting Regulatory Reviews Participates annual auditing portfolios compliance Works Portfolio Managers resolving investment compliance issues Candidate Requirements Bachelor degree Business Economics Accounting Finance 02 years experience wealth/securities industry Experience analyzing equity fixed income preferred candidate designation preferred The Right Candidate possesses Sharp analytic math skills Strong Excel Adobe skills Excellent organizational time/priority management Writes clearly informatively edits work spelling grammar Maintains confidential information+
    Lorem ipsum dolor sit amet
    , consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

    Donec lacinia nisi nec odio ultricies imperdiet.
    Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

    Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
    , at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
    Get full access

    Access all high-level positions and get the job of your dreams.



  • Similar jobs

  • Security Analyst

    3 weeks ago

    Only for registered members Lansing

    We are seeking an experienced Security Analyst - Advanced to join our team. This role involves ensuring the security of information systems and protecting sensitive data.Conduct risk assessments and vulnerability analyses. · Implement and monitor security measures for the protect ...

  • Only for registered members Lansing

    Monitor and advise on information security issues related to the systems and workflow at an agency to ensure the internal IT security controls for an agency are appropriate and operating as intended. · ...

  • Only for registered members Lansing

    Monitor and advise on information security issues related to the systems and workflow at an agency to ensure the internal IT security controls for an agency are appropriate and operating as intended. · ...

  • Only for registered members Lansing, MI, United States

    The IT Security Analyst is responsible for completing and maintaining system security plans (SSP) for new and existing systems. · ...

  • Only for registered members Lansing, MI

    Monitor and advise on information security issues related to systems & workflow @ an agency. · Facilitate Security Control Assessment (SCA) and Continuous Monitoring Activities · Examine, interview, and test procedures in accordance with NIST SP 800-53A Revision 4 · ...

  • Only for registered members Lansing

    The candidate will facilitate security control assessment and continuous monitoring activities with the State of Michigan applications. · ...

  • Only for registered members Lansing

    Monitor and advise on information security issues related to the systems & workflow at an agency to ensure the internal IT security controls for an agency are appropriate & operating as intended. · ...

  • Only for registered members Lansing

    Monitor and advise on information security issues related to the systems and workflow at an agency to ensure the internal IT security controls for an agency are appropriate and operating as intended. · Candidate must have solid knowledge of information security principles and pra ...

  • Only for registered members - Bridge St Windsor Charter Township, Michigan, United States

    Plans, schedules, implements and maintains scalable vulnerability scans using modern vulnerability management scanning tools for high-complexity devices. · ...

  • Only for registered members Lansing, MI

    This job requires a Security Analyst with 1-3 years of experience working with NIST PUBLICATIONS. · Candidates must have experience working with applicable NIST PUBLICATIONS. · ...

  • Only for registered members East Lansing

    MSU's Office of Research Regulatory Support is seeking a Compliance Analyst to support the Research Security Program with data analytics and meeting evolving federal regulatory requirements for outside activity disclosures and congruency checks with federal agency disclosure requ ...

  • Only for registered members East Lansing, MI

    MSU's Office of Research Regulatory Support is seeking a Compliance Analyst to support the Research Security Program with data analytics and meeting evolving federal regulatory requirements for outside activity disclosures and congruency checks with federal agency disclosure requ ...

  • Only for registered members Lansing, MI

    We are looking to fill a position for Jr. Security Analyst in Lansing MI. · At least 1 years of relevant experience is required. · ...

  • Only for registered members Lansing

    This position functions as a Compliance Specialist within Center for Shared Solutions (CSS) of the Department of Technology, Management,& Budget This position will be responsible for the security compliance design, · planning, implementation and compliance audits supporting CSS s ...

  • Only for registered members Lansing

    We are seeking an experienced Senior Application & Business Process Subject Matter Expert (SME) to support enterprise application initiatives through advanced business and systems analysis. · 12+ years of experience as an Application and Business Process SME, Business Analyst, o ...

  • Only for registered members Lansing

    Apply via Dice today for a Business Process Analyst position at Conflux Systems Inc. · ...

  • Only for registered members Lansing

    Dice is the leading career destination for tech experts at every stage of their careers. Our client, Prohires, is seeking the following. · ...

  • Only for registered members Lansing

    Dice es la plataforma líder para expertos tecnológicos a todos los niveles de su carrera. Nuestro cliente, Conflux Systems Inc., busca un analista de negocios con experiencia en Azure DevOps. · ...

  • Only for registered members Lansing, MI

    This position functions as a Compliance Specialist within Center for Shared Solutions (CSS) of the Department of Technology, Management,& Budget This position will be responsible for security compliance design planning implementation and compliance audits supporting CSS systems. ...

  • Business Analyst

    2 weeks ago

    Only for registered members Lansing

    We are seeking a Sr Business Analyst to assist in the completion of project and compliance related documentation. · System Security Plans (SSP) · Collaboration with business clients, · internal staff,and IT liaisons to analyze and complete security controls. · ...

  • Only for registered members Lansing

    Develop a comprehensive understanding of five web applications including their underlying architecture business functions workflows and data flows. Analyze current state processes and system designs design develop and implement future-state processes and workflows to improve effi ...