Job Description

Job Type

Full-time

Description
The Associate Trader will perform the following duties which include but are not limited to:

Provide support to equity and fixed income trading team
Document and maintain procedures
Support trade processes, error resolution and tracking
Maintain relationship with approved brokers
Assist in settlement process through DTCC trade confirm reconciliation
Respond to trade queries from brokers and custodians
Resolve issues with trade data discrepancies
Communicate effectively with brokers, portfolio managers, and operations team accordingly
Aid in tracking best execution daily
Identify workflow and system enhancements
Ensure all allocations and trade notifications are sent each day
Compile data for report generation
Provide support to other department including compliance and operations
Availability during ‘market hours’ – 8:30 a.m. to 4:00 p.m.
Onsite attendance is a requirement of this job

Requirements

Bachelor’s degree in finance, accounting, or related subject, or equivalent experience within the investment management industry
Advanced knowledge of investments and trading acumen
Strong problem solving and organizational skills
Demonstrated attention to detail and accuracy
Ability to meet client needs and expectations
Ability to operate a personal computer with proficiency including key tools such as Microsoft Word, Excel, and PowerPoint
Experience with Bloomberg, Factset, and Advent systems
Ability to communicate effectively in both oral and written form to all levels of the organization
Ability to work successfully as a member of a team and independently

Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA). Our services include investment management and wealth planning for private and institutional clients. Based in the Greater Kansas City area, the firm manages over $14 billion in assets.

FCI Advisors is an Equal Opportunity Employer

Job Tags

Full time,

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