Portfolio Reviewer

A company is looking for a Portfolio Reviewer.

Key Responsibilities

Overlay accounts to pre-defined trading models and execute trades based on product guidelines

Analyze data for discrepancies between current positions and models

Assist with account reviews to ensure compliance with portfolio manager specifications

Required Qualifications

At least 4 years of recent experience in the financial services industry

General knowledge of the financial market

Trading experience is required

Ability to work in a fast-paced environment

Proficiency in Excel and Outlook