You will:
• manage day to day trading and account reviews for volatility outliers
• execute and support client orders such as withdrawals, contribution and account preference changes, etc.
• be responsible for dispensing information, providing data and answering inquiries by Financial Advisors, Program Management, Portfolio Construction, Vendor or other partners including the maintenance of python script databases
• support management in design, introduction and documentation of supervisory processes as required
• work in conjunction with legal and compliance as well as risk management teams to assist in both internal and external audit reviews.
• liaison/escalate vendor issues, concerns and inefficiencies with program management
• coordinate and implement changes in portfolio strategies in collaboration with the portfolio strategists and vendor.
• ensure database for prospectus distribution is in line with portfolio instruments