Job Title: Portfolio Trader and Investment Associate
Location: Onsite / Dallas, TX
Firm Overview:
Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.
Responsibilities:
- Prepare orders related to portfolio rebalances and client cash flows
- Assign and communicate orders to brokers
- Monitor working orders and communicate with brokers/traders/portfolio managers on trading strategy
- Communicate allocation details to brokers and custodians
- Daily trade settlement and coordination with asset custodians
- Reconcile portfolio accounting data with custodians
- Monitoring and posting of client cash flows
- Monitor news events on portfolio holdings
- New account setup, maintenance and account closings
- Participates in meetings with senior investment professionals
- Assists with development and completion of quantitative research projects
- Assist portfolio management team in fundamental and quantitative company research efforts
- Maintains a working knowledge of compliance policies and procedures and abides by them while fulfilling this position’s various responsibilities.
- Other duties as assigned
Qualifications:
- Excellent verbal and written communication skills
- Working knowledge of Bloomberg terminal; Bloomberg Certification is a plus
- Knowledge of R, Python and SQL are a plus
- General financial concepts and interpretation skills
- Strong decision making, analytical skills and independent judgment
- Extensive computer skills
- Work requires attention to detail, excellent organizational skills, and discretion with confidential information
Educational Qualifications:
- Bachelor’s Degree required
