Junior Equity Trader Natixis Investment Managers 272 reviews - San
Francisco, CA Overall Summary The Junior Equity Trader has general
knowledge of equity trading strategies. This individual has a basic
understanding of the managed accounts business, including wrap programs,
wrap trading and general sponsor information. The primary
responsibilities include trading new accounts, contributions and
withdrawals, liquidations, restriction monitoring and tax selling. This
person is also responsible for account-level maintenance such as
modeling, trade allocation and general portfolio administration. General
portfolio administration includes creating exception reports, monitoring
account drift, holding deviation and tracking restriction alerts. In
addition, this person works closely with the Reconciliation, Settlements
and Client Service teams to resolve account-related issues. Primary
Responsibilities * Process client withdrawals and deposits for all
strategies. * Trade new accounts, style changes and other various
account-level activity against appropriate models * Process terminations
- Process tax harvesting requests * Model change trading as needed *
Communicate with sponsor trading desks and provide internal trade
support * Help facilitate the correction of trading errors and support
documentation efforts * Communicate trading restrictions as needed.
Recommend and support implementation and documentation of process
changes in the trading area to increase process efficiency and minimize
general risk & trading errors. * Maintain trading records including
those documenting general trade activity trading rotations, process
exceptions, resolution of errors, etc. * Work with trading/order desks
to facilitate transactional and related status activity * Identify ways
to streamline and improve trading and audit processes * Maintain, audit,
and reconcile models on a regular basis * Run, generate, and maintain
all trade related reporting functions General Responsibilities and
Requirements * Proactively work to collaboratively support departmental
and enterprise-wide project/work efforts. * Contribute to general risk
management, process improvement, knowledge development and
cross-training efforts. * Proactively contribute to the support of
procedural refinement and related documentation, and general policy
development. * Support and help reinforce team-based culture with focus
around policy and procedural adherence. Experience/Skills Required *
BA/BS degree required * General market knowledge and related operational
practices (1-3 years of demonstrated progressive experience at minimum).
- Proficient in MS Office (Word, Excel, PowerPoint, Outlook) * Attention
to detail/high level of accuracy is critical in this position and is a
MUST * Risk awareness and strict attention to procedural adherence a
MUST. * Team player * Ability to handle deadlines, stress and time
sensitive situations * Technically proficient * Self starter with an
eagerness to learn * Ability to effectively multi-task * Understanding
of applicable regulatory issues and general regulatory landscape *
Familiarity with sponsor trading desks & trade execution services
preferred * Familiarity with portfolio modeling strategies preferred *
Vestmark and/or APL experience highly desirable * Must be willing to
work market hours 12 hours ago - save job - original job Apply On
Company Site * Junior Equity Trader jobs in San Francisco, CA * Jobs at
Natixis Investment Managers in San Francisco, CA * Junior Equity Trader
salaries in San Francisco, CA Natixis Investment Managers Natixis
Investment Managers 272 reviews Natixis is the corporate, investment,
insurance and financial services arm of Groupe BPCE, the 2nd-largest
banking group in France with 36... Let employers find you Thousands of
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