Job Summary :
Our client is seeking a Product Analyst to join their team! This position is located in Chicago, Illinois.
Duties :
- Perform daily rebalancing of portfolios to account for Tax Loss Harvesting requests
- Participate in daily rebalancing of portfolios via model updates, cash flows and investment objective changes
- Perform daily portfolio drift analysis and trade executions
- Ensure compliance and adherence to appropriate procedural documentation
Desired Skills / Experience :
Possess 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 impactAbility 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 resolutionAbility to partner with the technology and operational support teams to make improvementsIn-depth industry knowledgeHighly flexible and adaptable to changeBenefits :
Medical, Dental, & Vision Insurance PlansEmployee-Owned Profit Sharing (ESOP)401K offeredThe approximate pay range for this position is between $75.00 and $85.00 . Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.