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Trader

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HEFREN-TILLOTSON, INC.

2021-12-03 07:34:13

Job location Pittsburgh, Pennsylvania, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

The Trader handles all aspects of general trading for the firm in addition to supporting Sr. Traders with Investment Advisory moves.


Responsibilities:

  • (S)he responds to inquiries from sales representatives and firm personnel regarding trades, securities and administrative procedures.
  • Under supervision, services portfolios in accordance with objectives of investments programs.
  • Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.
  • In discretionary advisory accounts, invests surplus cash, liquidates assets for distribution.
  • Ensures trading procedures are properly executed and that compliance policies are followed.
  • Executes buy/sell transactions on a timely basis and reports their completion including mutual funds, equities, options, precious.
  • Trades various portfolio model accounts using an automated system.
  • Performs special projects and assignments as requested by management.


Qualifications:

  • Relevant college degree or work experience
  • Prefer at least 2 years of industry experience
  • Series 7 and 66 licenses required
  • Tamarac (Trading Platform) and Salesforce (CRM Platform) experience is preferred
  • Strong PC knowledge

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