Trading Associate
Core
Provide trading, rebalancing, and investment management services to support the Wealth Management Services team and client portfolios.
Role type
Trading Associate (Investment Support)
Builds
Client portfolios, trade executions, and performance reporting
Domain
Wealth Management / Investment Management
Required skills
Portfolio construction, trade execution, system reconciliation, data analysis, RedBlack/Eclipse trading systems, Microsoft Excel
Preferred skills
High-net-worth client experience, light programming skills, data reconnaissance
Responsibilities
Execute trades according to investment allocations, reconcile and maintain trading systems, perform portfolio analysis and rebalancing, support investment committee with data collection and visualization, conduct due diligence on investment managers
Seniority
Junior to Mid-level (0-3 years experience)
