← Back to Jobs
Veterans Sourcing | Lake Mary, United States | Posted June 07, 2026
Position Overview
Responsibilities
:
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 a critical function for this role pertaining to internal audit requirements for privacy, confidentiality and record keeping. Responsible for reconciling calculated prices, amounts and dates on all municipal bond trade tickets, immediately in the morning after each trading day and provide assistance to the trading desk. Will be responsible for maintaining and updating spreadsheets / reports to facilitate trading. 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...