This role executes specialized mutual fund and trade support activities in a hybrid work environment with three days in the office
Job Summary
This role executes specialized mutual fund and trade support activities in a hybrid work environment with three days in the office.
The position requires resolving complex unconfirmed trades, managing price adjustments, and ensuring adherence to fund family rules and regulatory obligations.
Associates will collaborate with financial advisors and internal stakeholders to maintain accurate trading policies and resolve order issues efficiently.
Matching Summary
This role executes specialized mutual fund and trade support activities in a hybrid work environment with three days in the office.
Skills & Requirements
Must-have
Mutual fund trade processing
Trade correction and reconciliation
Regulatory compliance adherence
Financial advisor support
Bulk trade research and upload
Nice-to-have
Strong verbal communication skills
High volume workload management
Cross-departmental coordination
Process improvement mindset
Key Requirements
Bachelor's degree in Business Administration
7 to 12 months of general experience
Knowledge of investment concepts and accounting principles