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Dynasty Financial Partners · 1 week ago

Trading Analyst

St. Petersburg, FL

Full-time

Onsite

Mid, Senior Level

2+ years exp

Dynasty Financial Partners is seeking a motivated individual to join as a Senior Associate, Overlay Trading Manager. This role will oversee the overlay trading desk operations team, ensuring accurate execution of trades in accordance with investment guidelines and client requests.

AdviceConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Assist the trading team in an in-person, trade style setting

Support the daily supervision requirements of Overlay Trading operations

Track and optimize appropriate trade error information across multiple custodians and block trading accounts

Develop and drive key metrics across the Investment Platform to measure volumes and trends

Partner internally with other Dynasty departments including Investments, Operations, Relationship Management and Technology, as well as others to ensure ongoing support and integration

Individual will be responsible for monitoring workloads, ensuring operational groups have optimal controls in place to mitigate risk and ensuring all policies and procedures are adhered to and properly documented

Individual must be familiar with a variety of equity, fixed income and alternative investment products including experience in operationally supporting post trade processing for trade matching, confirmation, trade settlement

Monitor daily trading activity to ensure collaboration with other internal operational teams

Communicate daily with external counterparties to address any breaks to workflow

Train and develop APM users to research and resolve complex trade sessions

Assist in the development and implementation of departmental policies and procedures guides

New client onboarding - includes reviewing trade guidelines, custodian requirements, client reporting needs and system readiness and ability to present, educate and explain tools to new and existing clients

Qualification

Trading tools proficiencyEquityFixed income knowledgeQuantitativeAnalytical skillsMS Word proficiencyMS Excel proficiencyMulti-taskingEntrepreneurial mindsetCommunication skillsCritical thinkingProblem-solving abilities

Required

Bachelor's Degree in Accounting/Finance or equivalent required

Minimum of 2-3 years of experience, preferably at a RIA, Financial Services company, or applicable wealth management firm

Proficient with various Trading tools and custodians such as Schwab, Fidelity, and Pershing

Intermediate to advanced knowledge of equity and fixed income post trade handling

Intermediate to advanced knowledge of MS Word and Excel

Entrepreneurial mindset – Ability to adapt and innovate in a fast-paced environment

Strong quantitative and analytical skills – You can detect and translate a story behind numbers and data

Excellent verbal and written communication skills – ability to translate and present complicated ideas in a simple, easy to understand style

Exceptional critical thinking and problem-solving abilities; ability to think unconventionally in proposing potential solutions or opportunities to issues

Proven ability to multi-task and manage multiple projects effectively and work well under pressure to deliver high-quality work within tight deadlines