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Job Details

Managed Account Trader

Company name
Primerica, Inc

Duluth, GA

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Primerica currently has the following opening at our corporate office in Duluth, Georgia: The\u00a0Managed Account Trader specializes in overseeing the portfolio management and trading of Primerica\u2019s Unified Managed Account Platform. The candidate is responsible for maintaining a model-based platform, re-balancing client accounts as appropriate and the trade order generation, execution and allocation of securities. Traded securities may include domestic mutual funds, ETFs (exchange-traded funds), equities and fixed income instruments. The role is responsible for working closely with 3rd\u00a0party money managers to ensure the accuracy of their model portfolios on the Platform. The Trader is responsible for trading client cash flows, portfolio model changes, working closely with management to ensure proper implementation of trading strategies and adherence to investment guidelines. The candidate will monitor the movement of securities and trading patterns to ensure best execution for client and minimize market impact. The candidate will utilize analytical skills to resolve problems with trades and support the back office with settlements. The candidate will be required to produce and review internal reports such as dispersion\/drift, price valuations, cash reports, reconciliation, and client restrictions. The candidate will have knowledge of current rules and regulations as it pertains to the Investment Advisor Act and keep up to date knowledge on changes in Managed Accounts including regulatory changes and areas of sensitivity of the regulators. KNOWLEDGE, SKILLS and ABILITIES: Bachelor\u2019s degree or equivalent work experience 2 years portfolio management and trading experience Series 6 or 7, 65 or 66 and 24 or 26 are recommended Familiarity of portfolio management and trading systems (OMS) \u2013 Fiserv preferred Fundamental understanding of industry regulations and the Sales Force Ability to recognize legal and regulatory issues affecting the liability of the Company Excellent oral and written communication skills as well as interpersonal skills Strong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlines Identify problems and formulate solutions Ability and willingness to learn new skills related to the successful achievement of departmental goals, including but not limited to: software applications necessary for the successful continuation of surveillance functions Self-motivated and the ability to work in a past-faced inter-dependent team environment Ability to work overtime as needed and willingness to travel and work on weekends ABOUT PRIMERICA Primerica is a Main Street Company for Main Street North America. Our goal is to create more financially independent families. We are located in Duluth, GA. Primerica employees support our representatives to provide appropriate solutions through term life insurance, mutual funds, annuities and other financial products. We insured more than 5 million lives and have over 2 million client investment accounts. Our stock is traded on The New York Stock Exchange under the symbol \u201cPRI\u201d. Four years in a row Primerica has been recognized by the Atlanta Journal-Constitution as one of the best workplaces in Georgia! Over the past five years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special \Best of Gwinnett\ winner editions.

Company info

Primerica, Inc
Website :

Company Profile
Primerica is a Main Street Company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent.

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