Provide dedicated support to high producing advisors by preparing portfolio materials, building financial plans, and managing client interactions.
Responsibilities
Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building agenda and summary of meetings, escorting clients to advisor and providing vital follow-up.
Prepare and ensure new business paperwork successfully submitted including preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance applications and coordinating rollovers.
Prepare for and coordinate marketing events including crafting marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client files, copying and new business correspondence and alerts.
Support Portfolio Managers and Directors in managing client portfolios, client communication, trade execution, and administrative duties within a wealth management firm.
Responsibilities
Support Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust
Be a point of contact for clients, react to all enquiries in a timely manner and maintain a record of responses
Help to plan, organise and attend client meetings
Take responsibility for preparing client material including meeting packs and reports
Help to manage our account opening process for new clients and additional portfolios for existing clients
Develop, manage, and continually refine a discretionary, event-driven long-short equity trading strategy.
Draw on the firm’s digital asset expertise to inform crypto-related equity trades, while independently sourcing opportunities across the broader US equity universe.
Translate investment views into portfolio positions, with responsibility for portfolio construction, position sizing, trade execution, and risk management.
Maintain a disciplined investment process and adapt positioning as market conditions, catalysts, and risk/reward dynamics evolve.
Collaborate with researchers, traders, and engineers to develop and apply the firm’s capabilities to research, portfolio monitoring, and execution.
Internship in Global Leveraged Finance team providing exposure to portfolio management lifecycle, credit research, trade execution and operational support.
Compensation
$41,600 - $65,000 Annual
Responsibilities
Reconcile positions across Aladdin, Virtus, and BSPM
Manage deal site access with trading counterparties
Assist with primary issuance research and recommend trades
Review and submit roll, amendment, and paydown documents
Consolidate data from different sources into primary tracker
Requirements
Rising junior or senior studying Finance, Economics, Accounting, Mathematics or a related field
Support the UK and EUR Liability-Driven Investment (LDI) sales teams by executing client flow trades, generating trade ideas, and providing market insights to the trading desk.
Compensation
A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Responsibilities
Execute client flow trades across rates and LDI products
Develop and present trade ideas to the trading desk
Maintain and regularly update trader positioning axes
Provide real-time market colour and insights to the trading desk
Manage and develop relationships with institutional insurance company clients
Responsible for monitoring trade instructions, generating trades, managing foreign exchange exposure, and ensuring quality control for fee-based assets within the Asset Management Services team.
Responsibilities
Monitor e-mail for incoming trade instructions from 3rd party managers on the SMA program
Update models and generate trades for market execution
Query for daily asset movement on the SMA program
Calculate foreign exchange exposure and arrange for rates on all cross-currency transactions
Identify and rebalance accounts with excess cash on a quarterly basis
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