Trade Implementation Associate Job in Xcelyst

Job Description You are a strategic thinker passionate about driving solutions using data analytics and reporting skills. You have found the right team. As the Trade Implementation professional in our Portfolio Management Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Under the supervision of a Senior Portfolio Manager, execute tactical and re-balancing trades in accounts and respond to any additional requests for needed investment activity. Assist Senior Portfolio Managers with Investment Management trading as needed. Under the supervision of a Senior Portfolio Manager, the incumbent will act as a resource for investment communication with trust clients, particularly co-trustees who share investment responsibility with the Bank Create trade proposals for Shared Authority accounts to execute on current tactical themes or address open risk items for assigned accounts Monitor accounts to ensure alignment with tactical guidance and address investment risks; including concentrated positions, asset allocation variances, excess cash levels, and account specific restrictions Conduct investment reviews to validate client investment objectives and ensure compliance with the investment mandate and risk guidelines Work with various internal partners to complete numerous business initiatives. Maintain knowledge of each account's unique requirements and sensitivities Relationship management with internal clients across all of the above. Deliver critical and time sensitive processes with high level of accuracy within agreed timelines Required qualifications, capabilities, and skills An MBA or post-graduate degree in Finance or related area. Progress towards a CFA is a plus Minimum 5 plus years work experience in Financial Services or Trade Operations or Middle Office or Portfolio Management / Analytics Strong interest in financial markets and understanding of investment products Strong aptitude to identify and minimize investment / business and process risk Attention to detail, excellent written and verbal communication Strong Microsoft Excel skills, ability to automate and improve processes using scripting languages (Python,R) would be a plus Preferred qualifications, capabilities, and skills Detail and goal oriented, process focused Hard working, ability to operate in a fast-moving, demanding and team oriented environment