Junior Trader
PTMA Financial Solutions provides treasury management and financial services to the public sector. The Junior Trader position supports the Portfolio Management team in executing trading strategies and requires strong attention to detail and communication skills.
Responsibilities
- Execute equity, ETF, repurchase agreement and cash management trades under the supervision and direction of portfolio managers
- Analyze equity sell discipline triggers and support other equity research as needed
- Implement the periodic rebalancing of model portfolios
- Resolve and document trade settlement issues
- Perform qualitative and quantitative due diligence on mutual funds
- Assist with firmwide requests for market data and performance reporting
- Other duties as assigned
Skills
- 4-year bachelor's degree; preferably in finance, economics, or similar major
- 1-2 years of work experience in the financial industry
- Strong communication skills
- Initiative and decision-making skills
- Supreme attention to detail
- Ability to manage multiple tasks with deadlines
- Candidates currently pursuing a CFA are highly encouraged to apply
- Experience with Bloomberg is helpful
- Proficiency in MS Office
- Advanced Excel skills
- Experience with money markets or fixed income assets is highly desired
Benefits
- 401k
- Generous PTO
- A comprehensive benefits plan
- Competitive pay structure
- Bonus opportunities
Company Overview