Trading Associate
Core
Execute trades and rebalance portfolios for an advisor base, ensuring compliance with investment policies and tax-efficient methodologies.
Role type
Associate trading and portfolio support specialist
Builds
Client investment portfolios across taxable, tax-deferred, and non-taxable accounts
Domain
Wealth management / Investment management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Trade execution, portfolio rebalancing, reconciliation, tax lot methodology, data analysis, Microsoft Office (Excel)
Preferred skills
Securities licensing, CFA, Eclipse platform, Orion data aggregator, Fidelity/Schwab custodial experience, large data processing
Technologies
Eclipse, Orion, Microsoft Office
Responsibilities
Curate and execute trades including block trades, perform reconciliation and maintenance of systems and trades, utilize tools for ongoing analysis and rebalancing of household accounts, apply tax lot methodology, support the Investment Committee in data collection and visualization, act as a back-up for investment colleagues providing research support and due diligence
Seniority
Junior, entry-level IC