The Client Trade Operations Consultant is responsible for supporting Portfolio Management & Trading into NTAM common, collective, and mutual funds as a member of the Client Trade team. Ensure cash flow data on all PM tools is accurate. Perform all investment related validations, including pre trade and post trade oversight between clients and Portfolio Management. Responsible for the intraday trade request process and intraday oversight of issue resolution. Perform ad hoc maintenance of client accounts and user access.
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Job Type
Full-time
Career Level
Mid Level