Trading Associate

Position Summary

Crestwood Advisors is a fast-growing independent fee-only Registered Investment Advisor overseeing $8 billion in assets under management. With offices in Boston Fairfield County (CT) and Providence (RI) Crestwood provides high-net-worth clients with comprehensive wealth and investment management solutions.

We are seeking to add a Trading Associate to join our Boston based team. The Trader role sits at the center of the investment process supporting Portfolio Management Research Operations and Wealth Management teams while collaborating closely with our Senior Trader. The ideal candidate is motivated and intellectually curious with a passion for investment markets and 2 years of trading or investment operations experience.

This is a hybrid position 3 days in office/2 days remote.

Primary Responsibilities

Trading Responsibilities:

• Implement equity execution through the firms order management system.
• Perform daily reconciliation between trading system and custodial records to ensure accurate settlement.
• Maintain and update security models in the order management system.
• Ensure all trading activity adheres to firm policies procedures and regulatory requirements.
• Actively participate in Research and Investment Committee meetings and highlight any security or trading concerns as investment decisions are considered.
• Manage customized options strategies including options analysis for clients with concentrated positions.
  
  

Portfolio Management Team Support Responsibilities:

• Provide day-to-day trading and investment support to Portfolio Managers.
• Proactively identify and suggest portfolio actions including drift rebalancing trades tax loss harvesting opportunities trades in non-model securities driven by market movements.
• Communicate market conditions execution updates and trade information to Portfolio Management team and broader firm.
• Develop and maintain custom investment reports that leverage data from platforms including: Koyfin Black Diamond RedBlack and related systems.

Qualifications

• 2 years relevant experience in trading investment operations or portfolio support.
• Strong technological aptitude with the ability to work across multiple platforms to ensure data accuracy and operational integrity.
• Experience with electronic trading and portfolio systems (e.g. RedBlack Eclipse) strongly preferred.
• Exposure to VBA or other analytical tools is a plus.
• Ability to thrive in a fast-paced collaborative team-oriented environment.
• Excellent communication and interpersonal skills.
• Detail-oriented organized and capable of managing multiple workflows simultaneously.
• Progress toward the CFA designation is a plus.

The annualized base pay range for this role is expected to be between $65000-$95000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

The firm will also consider support for further education and/or industry designations. Our culture rewards personal growth opportunities from strong performance.

#LI-JS1

Crestwood Advisors is part of the Focus Financial Partners network firm community. As part of the partnership Crestwood Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth enhancing capabilities or planning for the future being part of Focus means you are part of something larger while still working in an entrepreneurial firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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