Product Analyst

Job Summary

Our client is seeking a Product Analyst to join their team! This position is located in Chicago, Illinois.

Duties

• Perform daily rebalancing of portfolios to account for Tax Loss Harvesting requests
• Participate in daily rebalancing of portfolios via model updates, cash flows and investment objective changes
• Perform daily portfolio drift analysis and trade executions
• Ensure compliance and adherence to appropriate procedural documentation
  
  

Desired Skills/Experience:

• Possess technical skills and systems knowledge with an aptitude to quickly learn new trading applications
• Highly thorough when carrying out complex activities with significant financial, client, and/or internal business impact
• Ability to efficiently prioritized time sensitive tasks and escalate as necessary
• Composed demeanor in high stress situations
• Ability to clearly and effectively communicate challenges and opportunities to senior management
• Goal orientated with the drive to follow improvements through to resolution
• Ability to partner with the technology and operational support teams to make improvements
• In-depth industry knowledge
• Highly flexible and adaptable to change
  
  

Benefits:

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered
  
  

The approximate pay range for this position is between $75.00 and $85.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.