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Trade Analyst - Series 7 + 63 Or 66

Company: Aerotek
Location: San Diego
Posted on: April 9, 2021

Job Description:

Seeking a Series 7 and (63 or 66) licensed Trade Analyst to join industry-leading independent broker-dealer!Top Skills Details:

  • BS Degree required
  • Active/Inactive (non-expired) Series 7 + 63 or 66 licensing required
  • 2-5 years hands on experience supporting a trading desk, reviewing trades, or being responsible for making trades
  • Excel skills - pivot tables, VLOOKUP's, large data set filtering, etc.
  • Product knowledge of mutual funds, ETFs, equities, and fixed income trades
  • Risk, high pressure, fast deadline environment experience Description:
    • The Trade Analyst is responsible for duties as they relate to the rebalancing, trading, and day to day management of Trade Platforms.
    • This team works w/ outside money mangers, to receive different models that are available to advisor and client, and they trade on the account to stay in line with the model. This team initiates the trade. If the advisor/client needs cash or wants to put more money in, they trade these funds and keep everything in line.
    • This team manages 420k accounts and $60 billion in assets over 4 different platforms; the platforms depend on what investment vehicle --> have one platform for mutual funds, ones for equity, bonds and things like that. Gives the advisor flexibility for client. This team looks at trade, makes sure the are correct, pull out outliers and research and do corrections.
    • Will be running trade models to ensure they're correct in the system.
    • Reviewing accounts to make sure they're in line. 3k-10k requests on a daily basis ensure they're being traded. About Aston Carter:Aston Carter is a distinguished global provider of recruitment and staffing services to companies requiring highly specialized business professionals. As a Best of Staffing Client and Talent leader, Aston Carter has an unrivaled commitment to delivering first class service to clients and business professionals across a variety of disciplines, including Accounting and Finance as well as Governance, Risk and Compliance. With more than 60 offices across Europe, Asia Pacific and North America, Aston Carter provides local, regional and global expertise to drive value and meet our customers' unique needs. Aston Carter is a division of Aerotek. Aerotek is an operating company of Allegis Group, a global talent solutions provider.The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Keywords: Aerotek, San Diego , Trade Analyst - Series 7 + 63 Or 66, Professions , San Diego, California

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