Trade Operations Associate - Altoona, WI

Only for registered members Altoona, WI, United States

1 week ago

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Job summary

The Trade Operations Associate will be responsible for successfully processing security transactions for client portfolios as directed by the firm's investment committee and individual advisors.
Consistently exercising strong analytical skills and working with a sense of urgency and accountability is required to establish and maintain credibility and confidence within and outside of the organization.
This includes performing centralized trade analysis and compliance for client portfolios using rebalancing and the client relationship management software.
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