Description
This role provides trading support for Westchester’s event-driven investment strategies and supports trade execution, portfolio implementation, and ongoing market monitoring across a $5B+ platform. The position partners closely with Portfolio Managers and senior investment professionals to help maintain efficient portfolio positioning, promote risk awareness, and contribute to disciplined execution in a fast-moving market environment.
Primary Job Responsibilities:
Execute and support the positioning and ongoing management of a $5B+ event-driven investment portfolio under the direction of Portfolio Managers and senior investment staff.
Monitor price movements, liquidity, and event-related developments across portfolio holdings, and communicate relevant market activity and risks to senior team members.
Develop, maintain, and enhance Excel-based models and analytical tools, in partnership with the investment team, to support position sizing, tracking, and scenario analysis.
Build and maintain relationships with sell-side brokers and securities lending/stock loan counterparties to support trade execution, borrow availability, and market insight.
Closely monitor equity and debt capital markets calendars, including deal activity and corporate actions, to support proactive event-driven trading and portfolio implementation.
Ideal Qualifications:
Bachelor’s degree in Finance, Economics, or a related field.
3–5 years of experience in trading, investment management, capital markets, or a related financial role.
Working knowledge of Bloomberg, including market data and security analytics.
Strong proficiency in Microsoft Excel, including experience with Excel-based financial modeling.
Familiarity with programming and analytical tools such as VBA and/or Python.
Exposure to equity and/or debt capital markets and corporate actions.
Foundational understanding of risk arbitrage or event-driven investing.
Strong analytical skills, attention to detail, and ability to operate effectively in a fast-paced, market-driven environment.
The salary range for this role is $118,000 to $144,000.
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
Requirements
Ideal Qualifications:
Bachelor’s degree in Finance, Economics, or a related field.
3–5 years of experience in trading, investment management, capital markets, or a related financial role.
Working knowledge of Bloomberg, including market data and security analytics.
Strong proficiency in Microsoft Excel, including experience with Excel-based financial modeling.
Familiarity with programming and analytical tools such as VBA and/or Python.
Exposure to equity and/or debt capital markets and corporate actions.
Foundational understanding of risk arbitrage or event-driven investing.
Strong analytical skills, attention to detail, and ability to operate effectively in a fast-paced, market-driven environment.
The salary range for this role is $118,000 to $144,000.
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
