Client Account Trader 2
Location
India, Maharashtra
Job Type
Full Time
Category
Financial Specialists
Posted
June 08, 2026
Responsibilities and essential job functions include but are not limited to the following:
- Strong foundation of US taxation specific to strategies for saving/minimizing tax on investor's portfolio
- Experience in handling various types of accounts IRA/ROTH IRA/Rollover IRA/Joint Account etc and understanding impact of placing multiple investment in different types of accounts in terms of tax efficiency.
- Experience in usage of RedBlack software.
- Experience in handling rebalances, bulk trading, household/account setup in RedBlack, SMA/UMA setup in RedBlack, and setting up equivalencies and restrictions in RedBlack.