Analyst Mutal Funds
rit solutionsHartford, CT
Analyst Mutal Funds
rit solutionsHartford, CT
8 days ago
Occupations
Financial and Investment AnalystsInvestment Fund ManagersFinancial Specialists, All OtherIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOpen-End Investment FundsAbout the role
Analyst Mutal Funds
Location: Fully remote, ideally East Coast but open. East coast hours though.
Background: Banking, Broker-Dealer
Product: Mutual Fund, Equity Understanding: Client/trading flow end-to-end Pershing MUST: 3-5years experience NetX360, NetX Investor Understanding of Pershing culture (their ways of working Pershing trading capabilities, in and out of products) For example, Pershing never has a contact to work with. Someone will join the meeting, ask questions, and then reach out to other team members to find answers. Resolving queries takes a lot of time due to going back and forth.
Nice to have: Project management
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JOB OVERVIEW
Experience level
Senior
Location
Hartford, CT
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
8 days ago
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