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.
At KellyMitchell, our culture is world class. We’re movers and shakers! We don’t mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice.
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