Associate Trader Job at Midwest Trust Company, Overland Park, KS

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  • Midwest Trust Company
  • Overland Park, KS

Job Description

Job Type

Full-time

Description

The Associate Trader will perform the following duties which include but are not limited to:

  • Provide support to equity and fixed income trading team
  • Document and maintain procedures
  • Support trade processes, error resolution and tracking
  • Maintain relationship with approved brokers
  • Assist in settlement process through DTCC trade confirm reconciliation
  • Respond to trade queries from brokers and custodians
  • Resolve issues with trade data discrepancies
  • Communicate effectively with brokers, portfolio managers, and operations team accordingly
  • Aid in tracking best execution daily
  • Identify workflow and system enhancements
  • Ensure all allocations and trade notifications are sent each day
  • Compile data for report generation
  • Provide support to other department including compliance and operations
  • Availability during ‘market hours’ – 8:30 a.m. to 4:00 p.m.
  • Onsite attendance is a requirement of this job

Requirements

  • Bachelor’s degree in finance, accounting, or related subject, or equivalent experience within the investment management industry
  • Advanced knowledge of investments and trading acumen
  • Strong problem solving and organizational skills
  • Demonstrated attention to detail and accuracy
  • Ability to meet client needs and expectations
  • Ability to operate a personal computer with proficiency including key tools such as Microsoft Word, Excel, and PowerPoint
  • Experience with Bloomberg, Factset, and Advent systems
  • Ability to communicate effectively in both oral and written form to all levels of the organization
  • Ability to work successfully as a member of a team and independently

Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA). Our services include investment management and wealth planning for private and institutional clients. Based in the Greater Kansas City area, the firm manages over $14 billion in assets.

FCI Advisors is an Equal Opportunity Employer

Job Tags

Full time,

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