Primary function - Daily rebalancing of portfolios to account for Tax Loss Harvesting requestsCan also participate in daily rebalancing of portfolios via model updates, cash flows and investment objective changesPerform daily portfolio drift analysis and trade executionsEnsure compliance and adherence to appropriate procedural documentationHas technical skills and systems knowledge with an aptitude to quickly learn new trading applicationsHighly thorough when carrying out complex activities with significant financial, client, and / or internal business impactNECESSARY KNOWLEDGE AND SKILLS :Ability to efficiently prioritized time sensitive tasks and escalate as necessaryComposed demeanor in high stress situationsAbility to clearly and effectively communicate challenges and opportunities to senior managementGoal orientated with the drive to follow improvements through to resolution.Ability to partner with the technology and operational support teams to make improvementsIn-depth industry knowledgeHighly flexible and adaptable to changeDexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
- Apply right away for consideration