Careers with Archer

Trade Specialist

We are seeking a talented individual for a Trade Specialist position. The position requires an ability to work in a fast paced and dynamic environment with the ability to meet daily deadlines and tight client service level agreements. Qualified candidates will have experience with the buy side / investment management industry, specifically retail SMA and UMA/Model Delivery. This role will support mainly equity, but also possibly fixed income and mutual fund/ETF businesses for Archer’s middle and back-office investment management services.


  • Analysis and Order Generation of retail SMA accounts for Archer SMA clients, including daily maintenance trading, across-the-board order generation, and drift analysis.
  • Management and periodic reconciliation of SMA manager models.
  • Delivery and management of UMA (Model Only) data to manager’s sponsor relationships.
  • Providing superb middle and back-office services to our partner investment managers
  • Contribute to the maintenance and continuous improvement of the firm’s policies and procedures
  • Assist Trade Administration Manager on ad-hoc projects as needed.
  • Trade error analysis and resolution.
  • Performing other functions as required
  • Actively engage with market data providers
  • Validate and reconcile data gaps utilizing additional market data sources
  • Working smart together and closely with internal teams to ensure account performance and applied corporate actions have desired transactional outcomes

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