We're Looking for some
Strategists
Purpose of role
The strategist supports the Equity Portfolio Managers, Traders and Analysts by processing trades, interacting with the broker-dealer community, preparing reports and presentations, undertaking special projects and providing administrative support to the department.
01
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES:
02- Periodically prepare performance reports and presentations for the Equity Team and the CIO using Morningstar Direct.
- Knowledge of Morningstar Direct and FactSet are a plus.
- Periodically prepare spreadsheets for Fund Accounting, the Equity Team, and the outside brokerage community.
- Maintain, upgrade and create spreadsheets as necessary.
- Proficiency with MS Excel is required.
03
- Periodically prepare presentations for Board level meetings, as well as the salesforce. Proficiency with MS PowerPoint and Word is required.
- Act as back up to equity traders. Assist with order entry and reconciliation using Bloomberg’s order management system.
- Knowledge of Bloomberg is a plus.
- Enter trade allocation data into FIMCO’s accounting system.d
- Facilitate settlement of trades by acting as a point of contact for both internal departments and brokerage community, including Accounting Department, custodial banks and counterparty brokers.
EDUCATIONAL REQUIREMENTS:
04- Bachelor’s Degree. Business, Finance, Accounting, Economics, Mathematics or similar fields is preferred.
EXPERIENCE AND BACKGROUND REQUIREMENTS:
05- Proficient in MS Office with accurate data entry skills.
- Excellent verbal communication skills.
- Excellent organizational and time management skills.
- Ability to prioritize and work under pressure as part of a team.
- Attention to detail and accuracy.
- Business analysis experience in a financial services environment is a plus.