Job Opportunity Analyst / Senior Analyst / SME Client Account Trader

Hi,

This is Manasi Mistry from Aquilasys Inc.

I am reaching out regarding a highly specialized opening for a Client Account Trader within our Wealth Management division. We are specifically looking for professionals who have completed their CFP (Certified Financial Planner) certification and possess a deep technical understanding of US tax-efficient trading and retirement planning.

This is an onsite role based in Ghansoli, Navi Mumbai , operating in the US Shift , with dedicated home-drop transportation provided.

Position Details

• Role: Analyst / Senior Analyst / SME Client Account Trader
• Location: Ghansoli, Navi Mumbai (5 Days Onsite)
• Shift: US Shift (06:30 PM to 03:30 AM IST)
• Experience: 2 to 6 Years
• Certification: CFP (Completed) is Mandatory
• Notice Period: Immediate to 30 Days

Position Overview In this role, you will be responsible for the sophisticated management of client portfolios, focusing on tax-loss harvesting and tax-efficient trading strategies. You will utilize the RedBlack software suite to handle complex rebalancing, household setups, and bulk trading across various account types including IRA, ROTH IRA, and Joint accounts. Your expertise in US markets and 401k planning will be vital in minimizing tax outgo for investors during cash movements and asset rotations.

Key Responsibilities

• Tax-Efficient Trading: Implement US taxation strategies to minimize tax impact on investor portfolios; manage taxable vs. municipal bond substitutions.
• RedBlack Mastery: Lead rebalances, bulk trading, and the setup of SMA/UMA, equivalencies, and restrictions within the RedBlack platform.
• Account Strategy: Oversee IRA, ROTH IRA, Rollover, and Joint accounts, ensuring optimal asset location and cash flow management (contributions/withdrawals).
• Trade Lifecycle: Execute buy/sell orders ensuring best execution practices; monitor the lifecycle from initiation through to settlement.
• Portfolio Oversight: Align portfolios with specific investment mandates, risk parameters, and compliance requirements.
• Operational Coordination: Resolve trade breaks and discrepancies by collaborating with internal operations and external advisors.

Qualifications Skills

• Must-Have:
• Completed CFP Certification.
• 1 to 5 years of experience in investment trading or wealth management.
• Hands-on experience with RedBlack software.
• Deep knowledge of US Markets , 401k, and Retirement Planning.
• Expertise in Active Passive investing and asset rotation methods.
• Technical Proficiencies:
• Strong understanding of bond portfolios (Taxable vs. Municipal substitutes).
• Proficiency in portfolio management systems and order management tools.
• Bachelors Degree in Math, Finance, Accounting, or Business.

Benefits

• Competitive salary and performance-linked incentives.
• Home-drop transportation facility for the US shift.

If you are a CFP-certified professional with a background in US wealth management, please reply with your updated resume and your current notice period status.

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