About this Trading Associate role at Cerity Partners
Position Summary:
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
Bachelor’s 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 [email protected]. Applicants must be authorized to work for any employer in the U.S.