Assistant Trader - Parametric

About the position

Provide portfolio, trading and client support to an established equity options and derivatives investment team; efforts ensure the development and retention of clients for the respective strategies. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

Responsibilities

• Assist portfolio managers/traders with day-to-day investment responsibilities, including facilitating trade processing and client requests.
• Work closely with portfolio managers/traders, investment strategists, technology, operations, and other team members on various tasks and projects to help service clients and improve the portfolio management/trading and client service functions.
• Maintain day-to-day relationships with a wide range of brokers, custodians, and vendors.
• Answer product and account specific questions from clients, Financial Advisors, and internal partners.
• Serve as a key liaison for continuous improvement efforts between the department and the company's internal sales and distribution teams.
• Gather, analyze and prepare data to create content and reports for client meetings and presentations, including the development and maintenance of marketing collateral.
• Over time, develop sufficient industry and product specific knowledge in order to conduct and lead calls with existing and prospective clients.
• Other responsibilities as assigned.

Requirements

• Bachelor's degree or equivalent work experience
• 1+ years of related industry experience (Financial Advisors, family offices or retail investors preferred)
• Knowledge or experience with options and/or derivatives
• Experience developing in Python or SQL is a plus
• Possess excellent communication, interpersonal and presentation skills
• Demonstrated problem solving and analytical skills
• Strong math orientation and quantitative ability
• Must be organized and able to handle multiple tasks, with high attention to detail
• Ability to work independently and collaboratively in a team environment
• Proficient with Microsoft Office and the ability to learn additional software programs
• Familiarity using Bloomberg terminal preferred