Associate Trader

The Group:Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon which was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The trading group within AIM is responsible for trading client accounts to keep them in line with model portfolio target allocations.

The Role: Were seeking an Associate Trader to join our growing team. This person will be responsible for trading in client accounts to address day-to-day cash flows target drift due to market movements portfolio allocation changes tax loss harvesting and other portfolio changes. This is an entry level role and we are willing to provide on-the-job training for the right candidate. The role is based in our Lisle office.

Responsibilities:

• Analyze client portfolios calculate trades and execute trades on a daily basis to keep portfolios in line with assigned AIM advisor third party strategist and unified managed account portfolio targets
• Maintain productive relationships with key stakeholders including advisors portfolio managers custodians third party vendors other investment operations teams and other functions within Advyzon to contribute to the efficient operation of our investment program
• The person will play a supportive role in the evolution of the trade team and its processes escalating operational risks and effectively partnering with technology and global operations resources to address technology barriers
• Support the trading operations associated with running our portfolios through a variety of third-party distribution platforms
• Occasionally on slow trading days assist the investment research team with various research analysis reporting and other investment tasks
• As necessary onboard new advisor accounts and work through transitions with a critical eye toward taxes alternative / illiquid securities and account customizations
• Performs other duties as assigned by management

• Excellent math and analytical skills
• Ability to learn and effectively use Advyzons trading software
• Flexible and organized enough to learn and work with software from at least six custodians
• Strong organizational and time management skills - ability to handle fast paced and deadline driven environment
• Excellent attention to detail and accuracy; the person in this role must maintain a sharp focus during market hours and minimize distractions.
• Flexible and adaptable during strategic operational developments.
• The ideal candidate is flexible and adaptable during strategic operational developments
• Integrity is a must in this role
• Advanced Excel skills are advantageous
• Creativity the desire to innovate and investing passion.
• Solid understanding of financial markets money movement and trading attributes including realized gains.
• Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.

• Bachelors degree strongly preferred; interest in obtaining MBA CFP/CFA a plus
• Basic knowledge of a variety of financial products including; managed portfolios TAMP solutions stocks ETFs and mutual funds
• Previous personal or professional security trading experience is welcome but not necessary
• A strong interest in financial markets and Asset Management