Job Details

Job Description

• The incumbent is responsible for providing leverage for the entire Tax-Sensitive group relative to administration and support.
• S/he will be a central figure in organizing prospect, client and consultant meetings and events.
• Risk management is acritical function for this role pertaining to internal audit requirements for privacy, confidentiality and record keeping.
• S/he will be responsible for reconciling calculated prices, amounts and dates on all municipal bond trade tickets, immediately in the morning after each trading day, as well as, provide assistance to the trading desk and will be responsible for maintaining and updating spreadsheets / reports to facilitate trading.
• The person will assist Product Management with the maintenance of competitor information / databases with regard to competitors' clients, (underperforming) strategies, new products etc.
• Broad/general understanding of the products and strategies that the Standish Tax-Exempt group manages.
• Individual should have basic knowledge of fixed income and general knowledge of the financial industry.
• Excellent communication (verbal and written), presentation, and influencing skills; Team player; Strong organizational and prioritization skills with emphasis on project management.
• bility to coordinate multiple tasks and adhere to strict timeframes.
• 4 year undergrad degree required.
• Must have strong computer skills, including Microsoft Word, Excel, Access and Power Point.

• Duration: 12 month contract opportunity
• Hybrid Work Model: 4 days onsite required weekly in Lake Mary, FL
• Rate Range: $25-30/hr. W2 (based on experience)