Trading Associate
Trading Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Trading Associate will provide trading rebalancing and investment management services to the Wealth Management Services team. This position will work closely with a trading team located in Louisville KY.
Primary Responsibilities:
As a Trading Associate you would provide investment advisory support and work as a team to:
- Ensure client portfolios are within assigned investment policy
- Curate and execute trades as directed and according to investment allocations
- Perform reconciliation / maintenance of systems and trades
- Utilize an existing software platform to perform ongoing analysis and rebalancing of household accounts as well as individual taxable tax-deferred and non-taxable client portfolios
- Communicate clearly with Advisors on trading related topics and processes
- Support the Investment Committee and Investment Office in the provision of investment advice to clients performance reporting data collection and analysis data visualization and special projects.
- Act as a back-up for other investment colleagues in ways such as providing research support and due diligence of managers and investment allocations
Ideal Candidate Profile
- Bachelors degree is required and preference for candidates with further education or work toward appropriate certification
- 0-3 years relevant investment experience; experience investing for high-net-worth clients preferred
- General knowledge of investment products asset location and portfolio construction for taxable investors
- RedBlack and/or Eclipse system trading experience with a proven capability to learn and manage software tools for trading and analysis
- Proven ability to communicate with colleagues
- High attention to detail and thoroughness to alleviate trading errors.
- Experience processing and performing reconnaissance on large amounts of data a plus
- Client first attitude demonstrating patience and poise
- Ability to work in a fast-paced environment with shifting deadlines and priorities
- Ability to wear multiple hats to apply skills to different areas of the business and to adapt to changing conditions and needs
- Organized self-directed and ability to multitask
- Good written and verbal communication skills
- Unafraid to own up to mistakes and ardently work to improve systems to avoid future problems
- Proficiency in Microsoft Office - expert Excel user preferred; light programming skills a plus
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
IC
Employment Type
Full-Time
