Investment Trading Specialist
mai wealth managementFostoria, OH
Investment Trading Specialist
mai wealth managementFostoria, OH
4 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesAbout the role
MAI Wealth Management, Inc. in Independence, OH is seeking a Trader to handle trade execution, settlements, reconciliations and trade support for advisors and portfolio managers.
The role collaborates with Senior Traders and the Trading Team Manager on diverse tasks to meet short and long-term goals. The ideal candidate will have a finance-related bachelor's degree and 1–2 years in trade desk/operations, plus proficiency with Tamarac and spreadsheet/CRM tools.
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JOB OVERVIEW
Experience level
Senior
Location
Fostoria, OH
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
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