PTMA Financial Solutions→
Junior Trader at PTMA Financial Solutions in St. Louis Park, MN
Entry LevelHybridFull-timeSt. Louis Park, MN$70k–$90k/yr
Skills
portfolio managementtradingbloombergmicrosoft officeadvanced excelmoney marketsfixed income assetsequity tradingetf tradingrepurchase agreementscash management tradesequity researchmutual fund due diligencemarket data analysisperformance reportingdecision making
Job Description
Summary: PTMA Financial Solutions is a financial services company that provides treasury and liquidity management solutions to public sector entities. The Junior Trader role supports the Portfolio Management team by executing trades, conducting research, and assisting with operational tasks, while also providing opportunities to develop a career in investment management.
Responsibilities:
- Execute equity, ETF, repurchase agreement and cash management trades under the supervision and direction of portfolio managers
- Analyze equity sell discipline triggers and support other equity research as needed
- Implement the periodic rebalancing of model portfolios
- Resolve and document trade settlement issues
- Perform qualitative and quantitative due diligence on mutual funds
- Assist with firmwide requests for market data and performance reporting
- Other duties as assigned
Required Qualifications:
- 4-year bachelor's degree; preferably in finance, economics, or similar major
- 1-2 years of work experience in the financial industry
- Strong communication skills
- Initiative and decision-making skills
- Supreme attention to detail
- Ability to manage multiple tasks with deadlines
Preferred Qualifications:
- Candidates currently pursuing a CFA are highly encouraged to apply
- Experience with Bloomberg is helpful
- Proficiency in MS Office
- Advanced Excel skills
- Experience with money markets or fixed income assets is highly desired
Required Skills: Portfolio management, Trading, Bloomberg, Microsoft Office, Advanced Excel, Money markets, Fixed income assets, Equity trading, ETF trading, Repurchase agreements, Cash management trades, Equity research, Mutual fund due diligence, Market data analysis, Performance reporting, Decision making
Benefits: 401k, Generous PTO, A competitive pay structure, Bonus opportunities
Benefits
401k
Generous PTO
A competitive pay structure
Bonus opportunities