Sales Insights Analyst
Role: Full Stack Engineer (Python, Angular or React, AWS, Microservices)
Location: Malvern, PA 3 days/week
JD:
- Portfolio managers buying and selling equities for the accounts
- Direct equity trading automating to support the portfolio managers
- Buyside portfolio management experience
- Equity focused
- Indexing
Notes on role:
- Need to understand the track flows, basic workflows
- What deposits and withdrawals are
- Corporate action processing
- Reciting data back from custodians
- Data reconciliation process in the meantime doing something regarding this
- Execution processes from start today funds that pop out, take data analyze it, surface it based on attributes
- Highlight the front office experience
- Taxable accounts
- What is a tax lot and talk to me about it
- Direct indexing = brownie points
- SMA experience would be a plus
Building a UI for a portfolio mgmt tool and back-end services to support that
Looking for good knowledge level or backend web services
More full stack dev
Tools are also Node, Microservices, AWS, Python, React, Angular
Engineering side more
Experience with investment Accumen
Shubham singh
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