Trading Specialist

To apply for this position, email your cover letter and resume to careers@eventidefunds.com.

Department: Portfolio Management
Grade: Exempt
Position reports to: Director of Portfolio Operations
Position supervises: Individual Contributor

About Eventide Asset Management, LLC

Eventide is a Boston-based investment adviser providing values-based advisory services to its clients since 2008. The firm is growing as a leader in values-based investing designed to serve investors and help improve our world. Eventide’s trademark is “Investing that Makes the World Rejoice ®.” The firm serves as investment adviser to the Eventide mutual funds as well as providing model portfolios and model mutual fund allocations to intermediary platforms used by financial advisers. Eventide has grown to approximately 50 employees with nearly $5 billion in assets under management. Eventide is based at One International Place near Boston’s waterfront. We look forward to meeting candidates eager to join our exciting mission—seeking out investments in companies that create compelling value for the global common good.

Portfolio Operations Trading Specialist

As part of the Portfolio Operations team, the Trading Specialist will work under the supervision of the Director of Portfolio Operations in helping to implement the investment strategies of our investment products, including trading for our mutual funds and managing and implementing our Model SMA business, trade support, performance and attribution measurement across all products, compliance reporting/monitoring and supporting the Firm’s marketing needs. The role will require both independent and collaborative work in a small firm setting. The ideal candidate will have high integrity, be a self-starter, who is diligent with details and is eager to learn the details of investment implementation. The role will have a diverse set of responsibilities, challenges, processes and stakeholders in a small, growing company and thus presents a unique opportunity for the right candidate to obtain broad investment industry experience.

Duties and Responsibilities 

  • Manage trading responsibilities under the supervision of the Director of Portfolio Operations
  • Assist in trade reporting and trade allocation
  • Support Model SMA, Institutional SMA and model allocation businesses, including trading, implementation, and business line support where appropriate
  • Support Best Execution obligations and Trade Oversight process, including preparation of reports for quarterly trade oversight meetings and other trade performance reporting
  • Provide research and market intelligence to support the Portfolio team
  • Support syndicate (IPO, follow-ons) process with the Portfolio team
  • Support trade rotation process
  • Support implementation and testing new trading software
  • Support new fund launches or client onboarding, including providing market research to help support product launch decisions
  • Support Portfolio Managers prepare for annual and quarterly commentaries
  • Support annual 15(c) process
  • Support other business areas, such as sales and marketing source relevant and approved portfolio characteristics and data
  • Support Private Investment process, including fair value research and analysis
  • Works independently as well as on a team, able to support the investment, compliance, investment-consulting group, sales and marketing teams
  • Be a self-starter and work across departments to improve process and output

Qualifications

  • Minimum BA/BS or equivalent preferably in business/finance or computer science
  • 2-4 years’ experience trading a variety of products is a plus, equity is the focus, but we manage across a wide range of assets and are looking to grow our product base
  • Experience with trading systems and platforms, including Bloomberg
  • Excel/MS Office proficiency a requirement, experience with SQL and databases a plus
  • Attention to detail with demonstrated problem solving ability
  • Must have a willingness to work on and learn new software applications
  • Positive attitude with a willingness to work hard and be on a steep learning curve
  • Must have good communications skills and be a team player
  • Adheres to the highest ethical standards, personally and professionally

To apply for this position, email your cover letter and resume to careers@eventidefunds.com.

Eventide is an equal opportunity employer

This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

News › Trading Specialist

Mutual funds involve risk including the possible loss of principal. Past performance does not guarantee future results. The Funds’ ethical values screening criteria could cause them to under-perform similar funds that do not have such screening criteria.

Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at https://www.eventidefunds.com/prospectus or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.