Tributary Capital Management: Trading/Operations Associate
External
Firstnational · Omaha - Fn TowerPrepare for this interview
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At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Tributary Capital Management is a SEC Registered Investment Adviser headquartered in Omaha, Nebraska, and is a wholly-owned subsidiary of FNBO. Tributary provides equity investment management services to institutions, individuals, and investment companies and manages over $4 billion in multiple equity strategies. The Trading/Operations Associate is responsible for supporting the operations team within Tributary Capital Management including equity trading and systems work. Primary duties include implementation of Portfolio Manager directed equity trades in client accounts, as well as investing or raising funds as needed to satisfy individual client needs. About This Role: Trading: Provide timely and accurate equity trading for Tributary client accounts across various platforms utilizing Advent's Moxy Trade Order Management System and various client directed trading platforms. Implement Portfolio Manager instructions in client accounts. Maintain a high level of accuracy and responsiveness. Maintain required documentation. Work across various custodians to ensure accurate settlement. Maintain client account information in Advent APX Operations Support: Work closely with Tributary's Director of Operations to assist in variety of operational activities to support Tributary Capital Management. Vote and document client proxies. Provide trading support including resolution of settlement issues, maintaining required trade documentation and set-up of new trading relationships. Complete recurring monthly and/or quarterly tasks for Tributary's reporting and reconciliation processes. The Ideal Candidate for This Role: Minimum Requirements for this Position High School Diploma 1 year of experience in the investment or financial services industry Proficiency with Microsoft Office suite of products with an emphasis on Excel Exceptional attention to detail Ability to work well in a team environment Strong time management skills This is an on-site position located in the First National Tower in downtown Omaha Preferred Education, Experience, and Skills Bachelor's Degree in Business Related Field 3 - 4 years' experience in the investment or financial services industry Prior trading experience Familiarity with Microsoft Access or SQL Experience with Advent APX and Moxy Experience with Fidelity Wealthscape, Schwab Advisor Center, APL, Vestmark or similar Knowledge of Regulatory and Compliance issues pertaining to brokerage and investment management industry IND123# Candidates must possess unrestricted work authorization and not require future sponsorship.
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