Securities Trader-Operations Specialist

Position Summary: The UIMG Securities Trader / Operations Specialist works under broad Operations and Trading Manager oversight. Serves as an administrator for UIMG operational systems and processes related to trading and reporting. Serves as a resource for testing new functions/processes and training department on use. Responsible for trade execution, ensuring all securities are traded accurately and efficiently while achieving best execution.

Essential Functions:

• Work under the direct supervision of the Operations & Trading Manager by completing various tasks as assigned. The Securities Trader / Operations Specialist may serve as a primary or backup for the following responsibilities:




• Compilation and execution of security trades submitted by portfolio managers.
• Maintain a working knowledge of securities markets while monitoring and reporting changing conditions to portfolio managers.
• Assist in the construction and refinement of system-based reports for client-facing managers.
• Assist in the preparation of customized reporting including monthly, quarterly and ad hoc reports for internal and external communications.
• Monitor and track multiple broker/dealer inventories and work/negotiate directly with brokers/dealers in execution of securities trades
• Assist in ensuring all intra- and inter-departmental operational questions or requests are addressed in a timely manner.
• Collaborate with internal and third-party software personnel to resolve performance, reconciliation, and data integrity issues.
• Assist with voting security proxies in accordance with UIMG approved guidelines.




• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Perform other job-related duties or special projects as assigned.

Qualifications:

• 4 year degree in finance or accounting preferred.
• 1-3 years union investment management experience preferred.
• Experience in UIMG systems and software preferred.
• Proficiency in Microsoft Office Suite required.
• Experience with Bloomberg, SS&C Advent Suite, and Power BI preferred.

Preferred Talents:

• Effective communicator - written and verbal
• Analytical and detailed
• Self-motivated
• Organized and time efficient
• Deadline driven
• Multi-tasker
• Independent with strong decision-making skills

Working Environment:

Indoor work - not exposed to outdoor elements or hazards.

Sedentary work- may be required to lift up to 20 lbs.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.