Trading Associate

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