Job Details

Portfolio Reviewer (5426)


Job Description

Portfolio Reviewer

 

**There is temporary role expected to last through December 2024 but may be extended if necessary**

 

**Candidates will work remote but MUST be located in the Eastern time zone** 

**Candidates must be available to work full-time (no other commitments and no planned vacation)

**Trading experience is REQUIRED**

 

Job Summary: This person will be responsible for supporting the Asset Management Services Group. 

 

Under general supervision, uses advanced knowledge and skills obtained through experience and/or training to assist money
managers by executing trades based on product models and guidelines. Established procedures and prescribed guidelines are
provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions. Extensive

 

Job Duties

  • Overlays accounts to pre-defined trading models and executes trades based on product guidelines.
  • Analyzes data for outliers of current positions versus models.
  • Assists with the review of accounts to ensure they meet the portfolio manager's specifications.
  • Mocking up trades based on the models and accounts (building trades)

 

Work Schedule: 8:00am-4:30pm EST, Monday through Friday

Job Duties

  • Overlays accounts to pre-defined trading models and executes trades based on product guidelines.
  • Analyzes data for outliers of current positions versus models.
  • Assists with the review of accounts to ensure they meet the portfolio manager's specifications.
  • Mocking up trades based on the models and accounts (building trades)

 

Work Schedule: 8:00am-4:30pm EST, Monday through Friday

Qualifications

  • At least 4 years of recent experience wtihin the financial services industry
  • General knowledge of the financial market
  • Trading experience is required
  • Ability to work in a fast-paced environment
  • Must be very comfortable using Excel daily and Outlook
  • Team player
  • Quick learner
  • Clear and professional written and verbal communication skills

Minimum of a High School Diploma or equivalent

 

 

 

Position: Portfolio Reviewer

Location : Jacksonville, Florida(Remote:Yes)

Duration : 1 Months

Required Skills

microsoft office

TEAM PLAYER

Trading

FINANCIAL SERVICES

Position Type

Contract to Hire - W2

ABOUT SGS:

SGS Technologie, LLC is a leading software development and IT staffing firm headquartered in Jacksonville, FL. Founded in 2003, SGS specializes in application and database development, contracting help desk and technical support professionals, and contract-to-hire and full-time positions. Since our inception, we have been committed to creating long-term business relationships with our employees and clients while excelling in customer service

Required Skills

microsoft office,TEAM PLAYER,Trading,FINANCIAL SERVICES





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