Investment Analyst, Newport NQ Trading

Job Title

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

Job Summary

Assists with trading activities for Newport's Non-Qualified line of business by gathering data, interacting with various trustees, custodians, and insurance carriers to trade holdings for retirement plans working with Newport's proprietary trading system and internal record keeping systems.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Imports market positions by client on a daily basis
• Generates reporting used to determine client based trading daily
• Creates and sends trade files for various trade platforms
• Assists with researching trading issues
• Troubleshoots and resolves any problems regarding outgoing trade files sent to vendors
• Reviews trade files submitted by daily trading team.
• Generates client confirmations for trades placed by Newport's Asset and Liability Management team.
• Ability and willingness to quickly learn new systems and applications.
• Presents information and responds to questions from groups of managers, clients, customers, and the public.
• Applies advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
• Focuses on learning in everyday activities and events.
• Collaborates with and openly shares knowledge with colleagues.
• Regular, reliable, and punctual attendance.

Management Responsibilities

Required Education, Experience and Certificates, Licenses, Registrations

Preferred (but not required) education or skills for this role

Competencies

Travel

Up to 5%.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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