Portfolio Reviewer

Job Summary

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