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Portfolio Reviewer

United States

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.

Essential Duties and Responsibilities

  • 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)

Knowledge, Skills, and Abilities:

  • At least 4 years of recent experience within the financial services industry
  • Trading experience is required
  • 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 an Associate's Degree


This is the pay range that Magnit reasonably expects to pay for this position: $23.28/hour - $31.03/hour

Benefits: Medical, Dental, Vision, 401K


QUALIFICATION/LICENSURE

Work Authorization : Green Card, US Citizen, Other valid work visa
Preferred years of experience : 4 years
Travel required : No travel required
Shift timings :

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