• Trading & Rebalancing Specialist

  • Expired
  • Pitcairn Trust Company
  • Jenkintown, Pennsylvania

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Job Description

Trading & Rebalancing Specialist

Middle Office Services Team

For almost a century, Pitcairn has been a leading family office, helping many of America’s most successful families protect and grow their wealth, and build legacies that span generations. Because of our integrated thinking, our clients have lived—and thrived—through ever-changing market conditions and generational shifts. They value expert, unbiased advice, and are seeking chemistry and a true partnership with their trusted advisor that is critical to their future success. Our consistent delivery of an exceptional client experience – “The Pitcairn Experience” – is dependent on this.

PRIMARY FUNCTION:  

Support investment operations in all capacities, such as modeling and execution of trades, holdings analysis and recommended transitions, coordination with external managers, and tracking of alternative assets. Support account compliance in the resolution of accounts that are out of balance and/or drafting new investment policy statements for clients as appropriate.  

 RESPONSIBILITIES:

  • Classify securities in reporting system.
  • Model portfolios against targets and process corresponding trades.
  • Coordinate trades with external custodians and/or separate account managers.
  • Assist in product/investment transitions, including performance and communications of trade analysis.
  • Collaborate with Relationship Managers to resolve investment-related compliance issues; draft new agreements where appropriate.
  • Facilitate Private Equity and Hedge Fund activity in reporting system and maintain up to date valuations.
  • Disseminate AUM information to external managers.
  • Manage multiple priorities either independently or as part of a team to meet deadlines.
  • Perform other duties as needed for the efficient operation of the department.

EDUCATION/EXPERIENCE:

Bachelor’s degree and 5 years' experience in back-office and trade operations. Familiarity with Envestnet Tamarac Reporting and/or Rebalancing a plus.

DESIRABLE ATTRIBUTES:  

Successful candidates will possess a broad range of skills including:

  • Strong numerical aptitude.
  • Analytical with problem solving ability.
  • Organized, detail oriented, deadline and results driven. 
  • Self-motivated with a sense of urgency, responsibility, and accountability
  • Able to perform multiple tasks simultaneously in a fast-paced environment. 

 

TO APPLY: 

Visit the careers section of our website: Pitcairn.com 

Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

 

 

Job ID: 324953552