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FutureAdvisor, Portfolio Review Associate - Investments & Trading at FutureAdvisor (San Francisco, CA)

We are: A team of engineers and finance geeks revolutionizing the finance service industry. Backed by BlackRock, we are a B2B2C enterprise SAAS company making software that allows our customers to retire in style.

Were growing at a rapid rate and we are looking to build new technology and processes to scale our business. Were looking for team members who want to build impactful solutions to a really challenging problem: producing better financial outcomes for families.

Job Description:

Portfolio Review Associate Investments & Trading

We are: A team of engineers and finance geeks revolutionizing the finance service industry. Backed by BlackRock, we are a B2B2C enterprise SAAS company on a mission to ensure that high-quality investment management services are available to everyone.

Were growing at a rapid rate and we are looking to hire a Portfolio Review Associate. As part of the firms Investments & Trading group, you will be a member of our small group of investment professionals responsible for managing client portfolios and scaling the portfolio management platform.

RESPONSIBILITIES:
* Work side by side with the researchers and engineers building automated portfolio management tools
* Supervise the FutureAdvisor portfolio transition algorithm output
* Perform trade execution and trade operations for a high scale institutional roboadvisor offering
* Execute algorithm directed trades using FutureAdvisor software and Blackrocks Aladdin order management system
* Assist platform delivery team in setting up new partners for trading in Aladdin
* Process and document trade errors and other operating events
* Review orders to ensure accuracy and compliance to firm policies
* Document trading policies and processes, and recommend new ones
* Assist in evaluating, reporting and improving best execution
* Partner with the BlackRock capital markets teams as needed
* Communicate systematic trading concerns to our engineering team for permanent improvement
* Communicate real time market information to our other investment professionals internally
* Opportunity for exposure to product and project management in a fast moving fintech environment

BASIC QUALIFICATIONS:
* Bachelors Degree
* 2-4 years of junior portfolio management, trading operations or buy-side trading experience
* Foundational Understanding of risk management, best execution, and trade compliance
* Knowledge and understanding of ETF structure and trading
* Understanding of portfolio management and financial planning concepts
* Strong Excel and database skills
* High attention to detail sweats the small stuff.

PREFERRED QUALIFICATIONS:
* The ability to work and communicate well with front-line service teams (advisors and ops)
* Strong attention to detail and work ethic
* Strong interest in the fintech movement as well as capital markets
* Progress towards CFA or CFP a plus
* Series 65, or able to acquire soon after hire
* Willingness to be hands on in a high-growth environment

FutureAdvisor is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law.

FutureAdvisor will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of Article 49 of the San Francisco Police Code.

FutureAdvisor is proud to be an Equal Opportunity and Affirmative Action Employer. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a persons appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. BlackRock will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the law, including any applicable fair chance law.


by via developer jobs - Stack Overflow

 

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