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Investment/Advisory Associate

Company: DISYS
Location: Saint Louis
Posted on: April 9, 2021

Job Description:

Greetings from DISYS! Please read the job description below for more information. Looking for candidates with the SIE, Series 7 or a combination of the Series 7 & 63 or 66 to join a top Fortune 500 investment company here in St. Louis:
**The role will be remote for the foreseeable future, but will not entertain applicants outside of the St. Louis Area as there is no relocation assistance**
JOB DESCRIPTION

  • This individuals will be joining a team of individuals who implement managers to different models across accounts pertaining to New Accounts, Cash Flow, Model Change, etc..
  • This team is responsible for multiple operational tasks including: incepting accounts, terminating accounts, handling cash flows, investing and raising cash, account setup and maintenance, submitting trades based on management decisions and target portfolio allocations and running security drift reconciliation reports.
    Experience from the financial sector within brokerage, experience within trading, or operational support of such is preferred as well.
    For more information, please reach me at the contact information below. Thanks again & I look forward to working for you!
    Best,
    Theo J OdomNational Recruiter - Financial & Professional ServicesDISYS, LLC(o) - FINANCE & PROFESSIONAL SERVICESCertified Minority Enterprise (CME)
    Digital Intelligence Systems, LLC (DISYS)is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Keywords: DISYS, St. Louis , Investment/Advisory Associate, Other , Saint Louis, Missouri

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