Responsibilities
- Carry out and oversee trading strategies involving individual equities, both long-only and hedged, across Separately Managed Accounts.
- Develop and maintain deep knowledge of portfolio compositions, including specific holdings, weightings, target allocations, and sector exposures, to guide options-based strategies.
- Implement tax-loss harvesting transactions within established investment frameworks.
- Oversee trade execution, client-specific allocations, and performance tracking processes.
- Offer strategic feedback to portfolio management and investment teams to enhance decision-making and refine investment approaches.
- Monitor and manage real-time risk exposures in compliance with internal policies and regulatory requirements.
- Utilize proprietary and external analytical tools to simulate trade outcomes and evaluate risk-return tradeoffs.
- Coordinate with sell-side partners, portfolio managers, research analysts, operations, and technology staff to ensure accurate trade processing and reporting.
- Produce performance reports and support post-trade evaluation to drive continuous strategy improvement.
- Remain current on evolving market conditions, trading regulations, and industry standards.
- Balance multiple concurrent workflows and initiatives while ensuring accuracy and accountability.
- Communicate effectively with internal stakeholders, advisors, and clients as required.
Work Arrangement
Hybrid
Other
Hybrid work model requiring three days per week in the office, with two days remote or as directed by the team leader.