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UmbTrader II
Overland Park KShybrid$68K – $100K
Posted today · via Workday
About this role
The Portfolio Construction Desk maintains UMB’s Investment Models and implements UMB’s Investment Strategy in client accounts. As an Investment Platform Trader II , you will be responsible for keeping approximately 2,700 accounts in line with UMB’s Investment Strategy. In addition, you will help create client Investment Policy Statements and Investment Proposals. This position is hybrid, in-office Monday-Thursday, & remote on Friday. How you’ll spend your time: You will be primarily focused on less complex order management and trading activities for the team. You will be responsible for managing day to day client transactions, executing purchases and sales as instructed. You will be expected to maintain the highest quality of order execution across all transactions.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: less, teams, salesforce, workday
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Overland Park KS. We weight your proximity and willingness to relocate.
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Free · no card · written explanation included
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