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Funds Trader HNWI & Institutional Clients

Job in Indiana, Indiana County, Pennsylvania, 15705, USA
Listing for: BestForexBonus.com
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below
Position: Funds Trader for HNWI & Institutional Clients
Location: Indiana

Job description

  • Execute of clients’ orders for Mutual and Hedge Funds products, Limited Partnerships and Private noqon.
  • Manage of trailer fees and due diligence questionnaire.
  • Day to day relationship with HNWI and Institutional clients.
  • Follow up on transactions and reconciliation.
  • Manage special requests.
  • Lombard Loan analysis and management.
  • Monitor and manage sensitive database values.
  • Participate in projects related to Trading environment. kokem.
  • Fulfill and update of internal and external process.
  • Analyze Legal restrictions and requests related to fund universe.
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