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
Serve as a technical point of contact for broker partners on integrations, data exchange, and file feed issues, coordinating with corporate clients when an issue affects both.
Compensation
The salary range in United States of America for this position is 65,000.00 to 81,000.00 USD Annual.
Responsibilities
Serve as a technical point of contact for broker partners on integrations, data exchange, and file feed issues, coordinating with corporate clients when an issue affects both
Support new broker partners, including integration testing, file specification reviews, and data validation
Reconcile transaction data between Certent and broker platforms, such as exercises, sales, releases, and settlements, and resolve discrepancies
Triage time-sensitive broker issues that could affect participant trading or T+1 settlement, and manage cases through resolution in Salesforce
Support the data flows behind tax withholding (sell-to-cover, net settlement, and cash)
Requirements
Bachelor’s degree or equivalent experience in Accounting, Finance, Mathematics, Engineering, Computer Science, or Management Information Systems
Nice to have: ASC 718
Nice to have: Certified Equity Professional (CEP) designation
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.
Responsible for overseeing and executing investment decisions for EMEA and APAC clients, managing trade execution, AML/KYC, client communication, data management, and treasury operations.
Compensation
Base salary range for this role:
Pay Range Minimum:
77200
Pay Range Maximum:
100400
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
Responsibilities
Complete subscription and redemption documentation for funds across different asset classes
Facilitate and navigate AML/KYC requirements for subscription and redemption transactions
Monitor client inboxes and coordinate relevant communication
Maintain accurate and up-to-date client information
Coordinate asset transfers between clients, custodians, and investment managers
Responsible for overseeing and executing investment decisions for EMEA and APAC clients, managing trade execution, AML/KYC, client communication, data management, and treasury operations.
Compensation
Base salary range for this role: Pay Range Minimum: 77200 Pay Range Maximum: 100400 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
Responsibilities
Complete subscription and redemption documentation for funds
Facilitate AML/KYC requirements
Monitor client inboxes and coordinate communication
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
Provides investment advice in a virtual environment, consults with clients, and manages a book of business while ensuring compliance with regulations and Truist Code of Conduct.
Responsibilities
Handles inbound calls from clients independently while looking for sales opportunities
Answers client questions within set standards
Consults with clients to uncover needs and provide opportunities to add value through holistic financial management
Demonstrates how particular investment solutions match client's individual needs
Leverages technology to interact with clients for communication, portfolio strategy, and display
Requirements
Undergraduate degree in business, accounting, or related field
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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