Main Management is in search of a Trading and Operations Analyst. Main Management is an Investment Advisor, serving a wide range of Advisors, High Net Worth Individual and Institutional Clients. A pioneer of ETF investing, Main’s investing approach is highly diversified and tax-aware with a goal of long-term wealth growth. An ideal candidate is a proactive entrepreneurial associate with a passion for high-touch service. Training will be provided.

Key Responsibilities:

• Update and maintain allocation models for clients and Turnkey Asset Management Platforms (TAMPs)
• Monitor financial markets and execute trades on behalf of clients/PMs, adhering to established trading strategies and risk management
• Responsible for trade reconciliation, trade amendments, regulatory & management reporting, and issue resolution
• Initiate and follow through to completion new account application paperwork
• Interface with and meet client needs: cash and security transfers, send and receive data and forms from clients
• Assess the performance of all vendors and counterparties of the ETFs for which we are the manager
• Review and report on account transactions and portfolio performance, maintain security performance tracking data, perform daily custodian account reconciliation
• Maintain and further improve CRM database and its utility
• Create analytical models in Excel and prepare marketing and business development material in Power Point
• Assist advisors by entering data into investment and asset allocation models

Qualifications:

• Undergraduate degree in business, finance, economic or a related field
• Basic understanding of the market and its conditions
• Prior experience or internship in finance, trading, or investment management is a plus

Required Skills:

• Strong analytical skills with a keen attention to detail.
• Experience in managing projects start to finish, with a strong ability to multi-task, solve problems, and operate under time constraints
• Excellent communication and interpersonal abilities
• Excellent organizational and listening skills
• Ability to work independently and collaboratively
• Organized, reliable, punctual, and highly self- motivated
• Effective time management
• Ability to thrive in a fast-paced environment and manage competing priorities
• Instinctive reasoning and decision making, sometimes in the absence of detailed instructions
• Proficient in the use of Microsoft Office (Word, Excel, PowerPoint, and Outlook), and Adobe Acrobat

To apply, please email Joe LaBarbera labarbera@mainmgt.com with subject line “<first name><last name> Trading & Operations Analyst”

ABOUT THE FIRM

Founded in 2002, with approximately $3.5B AUM/AUA, Main Management focuses on delivering transparent, cost-efficient, tax-aware investment solutions to advisors, family offices, high net worth individuals, and institutional investors. The portfolio team has combined over 140 years of industry experience across many market cycles. The investment approach is fundamental reversion-to-the-mean and focuses on sector, sub-sector, style, and size analysis. The firm utilizes exchange traded funds to express investment views with extensive option overlays to manage portfolio risk and generate additional alpha.