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About the Role
Analyst Mutal Funds
Location: Fully remote, ideally East Coast but open. East coast hours though.
Background: Banking, Broker-Dealer
Product: Mutual Fund, Equity
Understanding: Client/trading flow end-to-end
Pershing MUST:
3-5years experience
NetX360, NetX Investor
Understanding of Pershing culture (their ways of working – Pershing trading capabilities, in and out of products)
For example, Pershing never has a contact to work with. Someone will join the meeting, ask questions, and then reach out to other team members to find answers. Resolving queries takes a lot of time due to going back and forth.
Nice to have: Project management
Location: Fully remote, ideally East Coast but open. East coast hours though.
Background: Banking, Broker-Dealer
Product: Mutual Fund, Equity
Understanding: Client/trading flow end-to-end
Pershing MUST:
3-5years experience
NetX360, NetX Investor
Understanding of Pershing culture (their ways of working – Pershing trading capabilities, in and out of products)
For example, Pershing never has a contact to work with. Someone will join the meeting, ask questions, and then reach out to other team members to find answers. Resolving queries takes a lot of time due to going back and forth.
Nice to have: Project management
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