Securities Analyst conducts research on organizations within a specific industry in order to make recommendations regarding investment strategy. Stays abreast of trends and news within an industry, such as filings, mergers and acquisitions, competitive position, and financial stability of organizations. Being a Securities Analyst requires a bachelor's degree or in a related area. Typically reports to a manager or head of a unit/department. To be a Securities Analyst typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)
Position Summary: The UIMG Securities Trader / Operations Specialist works under broad portfolio manager oversight and in conjunction with the Lead Specialist in selecting and building appropriate fixed income portfolios. Serves as an administrator for UIMG operational systems related to trading and data analysis. Serves as a resource for testing new functions/processes and training department on use. Responsible for mutual fund and equity trading execution, ensuring all equity securities and mutual funds are traded accurately and efficiently while achieving best execution.
Essential Functions:
Working Environment:
Indoor work - not exposed to outdoor elements or hazards.
Sedentary work- may be required to lift up to 20 lbs.
This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
Equal Opportunity Employer Minorities/Women/Veterans/Disabled
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