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