Trading Associate Role

New

Skills

Equities Trading ETFs Excel Proficiency Fidelity Custodial Platform Fixed Income Trading Mutual Funds Options Trading Orion Eclipse Portfolio Management Schwab Custodial Platform

We are seeking a Trading Associate to execute trades across various asset classes including equities, fixed income, ETFs, mutual funds, and options. This role involves implementing and rebalancing portfolios within a sleeve-based structure while maintaining and trading model portfolios across client accounts.

Key Responsibilities
  • Execute trades across equities, fixed income, ETFs, mutual funds, and options.
  • Implement and rebalance portfolios within sleeve-based structure.
  • Maintain and trade model portfolios across client accounts.
  • Use Orion Eclipse to execute trades, rebalance, and monitor drift.
  • Monitor cash balances, settlements, and liquidity needs.
  • Conduct daily reconciliation of prior-day trades.
Required Skills & Qualifications
  • Series 65 or Series 66 certification.
  • 2–4 years of trading experience in an RIA or wealth management firm.
  • Experience using Orion Eclipse.
  • Strong proficiency in Excel.
  • Bachelor's degree in Finance, Economics, Business, Accounting, or related field.
  • Experience with Fidelity and Schwab custodial platforms.
  • Knowledge of sleeve-based trading and model portfolios.
  • Experience trading equities, fixed income, ETFs, and options.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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