Job Description

Reference # : 19-00770Title : Business Analyst
Location : Stamford, CT
Position Type : Contract
Experience Level : 2 YearsStart Date / End Date : 09/12/2019 / 03/11/2020


Overlay Implementation Specialist

Job Description: The Overlay Implementation Specialist will be responsible for trading in accordance with firm mandated investment changes, client directed requests, and external money manager across the board trades. The ideal candidate will have prior SMA, UMA and mutual fund Wrap managed account trading experience.

5+ years of experience of UMA overlay management experience
Strong understanding of UMA and SMA strategies as well as ETF's, mutual funds, and alternative investments
Previous experience with trade error corrections
Experience with Client APL required
Experience interfacing with front office professionals (financial advisers, bankers, investment counselors and sales assistants) preferred
Client Series 7/63/65

Ability to multi-task and work well in a fast-paced environment under pressure to ensure deadlines are met
Ownership mentality with the willingness to handle sensitive issues
Ability to grasp complex scenarios quickly and provide solutions beneficial to all stakeholders and clients


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