Logo of Huzzle

Home

Matches

Explore

Manage

Trading Assistant

image

Constellation Insurance, Inc.

10d ago

  • Internship
    Full-time
    Summer Internship
  • Business, Operations & Strategy
    Banking & Finance
  • New York

AI generated summary

  • You need a Bachelor's in Finance or related field, 0-3 years of relevant experience, Excel skills, attention to detail, urgency, and strong communication for teamwork.
  • You will support trade execution, compliance, settlement, portfolio monitoring, and communication among teams while managing investment systems and ensuring data integrity.

Requirements

  • Education: Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • Experience: 0-3 years in trading support, investment operations, asset management, or a related role. This is an entry level position but experienced candidates are encouraged to apply.
  • Technical Skills: Comfortable with Excel. Familiarity with trading platforms (e.g., Bloomberg, Aladdin) and investment reporting tools is desirable.
  • Attention to Detail: Strong analytical skills and ability to ensure trade accuracy and compliance.
  • Sense of Urgency: Being a proactive self-starter with the ability to prioritize and manage request multiple requests efficiently.
  • Communication & Teamwork: Ability to work collaboratively across investment, operations, and compliance teams.

Responsibilities

  • Trade Execution Support: Prepare trade tickets, assist in trade entry, validation, and execution across various asset classes, ensuring accuracy and timeliness.
  • Pre- & Post-Trade Compliance: Work closely with compliance and risk teams to ensure trades align with investment policies, and internal guidelines.
  • Trade Settlement & Reconciliation: Coordinate with custodians, brokers, and internal teams to ensure seamless settlement of trades and resolve discrepancies. Support the funding process for new and ongoing investments in the portfolio by reviewing funding memos, preparing trade tickets, and ensuring funding requests are executed accurately.
  • Portfolio Monitoring & Reporting: Support portfolio managers by preparing and updating daily trade blotters, monitoring cash flows, and reconciling positions across investment accounts. Monitor notices from administrative agents to facilitate timely fund transfers and assist credit analysts with portfolio monitoring tasks, including coordinating with rating agencies, investment partners, and trustees. Maintain and update the loan database while ensuring compliance with investment guidelines.
  • Communication & Coordination: Act as a liaison between traders, portfolio managers, operations, and compliance teams to ensure smooth workflow and trade execution.
  • System & Process Management: Work with internal investment systems (e.g. Bloomberg, Aladdin, or other platforms) to input and verify trades, maintain data integrity, and improve efficiency.

FAQs

What qualifications are required for the Trading Assistant position?

A Bachelor's degree in Finance, Economics, Accounting, or a related field is required.

Is prior experience necessary for this role?

The position is entry-level, requiring 0-3 years of experience in trading support, investment operations, asset management, or a related role, but experienced candidates are encouraged to apply.

What technical skills should candidates possess?

Candidates should be comfortable with Excel and familiarity with trading platforms such as Bloomberg or Aladdin and investment reporting tools is desirable.

What are the primary responsibilities of the Trading Assistant?

Responsibilities include trade execution support, pre- and post-trade compliance, trade settlement and reconciliation, portfolio monitoring and reporting, communication and coordination across teams, and system and process management.

How does the company ensure a positive work culture?

The company fosters an inclusive environment that values unique contributions, promotes respect, and offers programs to support a healthy work-life balance.

What benefits does the company provide to its employees?

Benefits include competitive pay, comprehensive healthcare coverage, life insurance, 401(k) plan with matching contributions, paid parental leave, flexible time-off policy, and well-being programs.

What is the work environment like at Constellation Investments Inc.?

The environment is collaborative, with opportunities to work closely with Portfolio Managers and various departments such as Investments, Fund Compliance, Legal, and Finance.

What skills are emphasized for success in this role?

Key skills include attention to detail, strong analytical abilities, a sense of urgency, proactive self-starter mentality, and effective communication and teamwork capabilities.

How can candidates apply if they don’t meet every requirement?

Candidates are encouraged to apply even if they do not meet every requirement, as their unique skills and experiences might make them a great fit for this role or other opportunities within the company.

Is training provided for new employees in this position?

Yes, the position offers valuable experience in the investment industry, which may include training and support from the skilled investment team.

image

Constellation Insurance, Inc.

Finance
Industry
501-1000
Employees

Mission & Purpose

We are a leading insurance holding company serving consumers and small business owners in the United States and Latin America through its insurance subsidiaries, which include AuguStar Life, AuguStar Retirement, National Security Life and Annuity Company, Ohio National Seguros de Vida S.A. and certain other affiliated (re)insurance entities. As of December 31, 2022, Constellation’s family of insurance companies has over $34 billion in total assets under management. Constellation’s investors and equal partners, CDPQ and Ontario Teachers’, are two of the largest long-term institutional investors in North America, managing a total of over C$650 billion in net assets, including over C$140 billion in private capital investments. Learn more about us at www.constellationinsurance.com. This is for informational purposes only. Constellation makes no representation as to the completeness or accuracy of information provided at referenced websites and is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs. When you access one of these websites, you assume total responsibility and risk for your use of these websites.