Trading Analyst

We are seeking a motivated, self-starting individual to join our firm as a Senior Associate, Overlay Trading Manager. This role will be responsible for overseeing the overlay trading desk operations team that executes with accuracy in accordance with firm mandated investment guidelines, client directed requests, and external money managers. The ideal candidate will possess advanced knowledge and skills obtained through experience executing trades with money managers based on product models and guidelines. The Overlay Desk Manager will establish policies and procedures that adhere to industry standard trading practices. The manager will have extensive contact with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and such as technology platforms, custodians, and asset managers. This role is an in-office position in downtown St. Petersburg, Florida.

Responsibilities :

• Assist the trading team in an in-person, trade style setting.
• Support the daily supervision requirements of Overlay Trading operations.
• Track and optimize appropriate trade error information across multiple custodians and block trading accounts.
• Develop and drive key metrics across the Investment Platform to measure volumes and trends.
• Partner internally with other Dynasty departments including Investments, Operations, Relationship Management and Technology, as well as others to ensure ongoing support and integration.
• Individual will be responsible for monitoring workloads, ensuring operational groups have optimal controls in place to mitigate risk and ensuring all policies and procedures are adhered to and properly documented
• Individual must be familiar with a variety of equity, fixed income and alternative investment products including experience in operationally supporting post trade processing for trade matching, confirmation, trade settlement.
• Monitor daily trading activity to ensure collaboration with other internal operational teams.
• Communicate daily with external counterparties to address any breaks to workflow.
• Train and develop APM users to research and resolve complex trade sessions.
• Assist in the development and implementation of departmental policies and procedures guides.
• New client onboarding - includes reviewing trade guidelines, custodian requirements, client reporting needs and system readiness and ability to present, educate and explain tools to new and existing clients.

Requirements

Successful candidates will :

BENEFITS

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.