Job Description

Job Description

Job Description

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 departments 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

• 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

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