Job Description:

      We are an SEC Registered Investment Advisor working with high net worth individuals and their families to offer comprehensive wealth advisory. We additionally serve as a chief investment officer to other financial advisors and their clients in a sub advisory capacity. We are committed to delivering institutional caliber investment solutions that help our clients achieve their investment goals. We have built expertise in constructing tailored, tax sensitive portfolios incorporating all asset classes, via individual securities, exchange traded funds and private vehicles as appropriate. Job Role: Trading AssociateJob Overview:We are seeking a Trading Associate to join the Trading & Execution team who is excited at the prospect of contributing to the growth and success of our business. We are looking for someone with a keen eye for detail, is passionate about investing, and has a quantitative background. The associate will help the trading team with the execution of investments across all asset classes for our clients' approximately $500mm of assets under management. Responsibilities:Execute trades across client portfolios, model trading, block trading, tax loss harvesting and Alternative Investments tradingUse portfolio rebalancing system to analyze and approve daily tradesAssist in the trade settlementreconciliation processClosely monitor account filters created to identify opportunities to trade client accountsCreate ad hoc trade reports as requested, including model updatesProposal building and analysis of incoming client portfoliosDevelop customized asset allocation strategies and investment solutions for clientsData maintenance within several systems across the investment platformCollaborate with internal team and outside firms as we act as Outsourced Chief Investment Officer for other financial advisors Provide support for client relationship building and business development activitiesThis is a full time work from office positionYour Expertise Bachelor's degree 2-3+ years financial services experience preferably in a trading support roleDetail oriented with strong organization skillsAnalytical and logicalProficient with Excel ExperienceBlack Diamond Rebalancer experience, or comparableAbility to prioritize and manage multiple tasks with a keen attention to detailFamiliarity with equity, fixed income, and mutual fund securities and marketsFamiliarity with programming languages a plusInterest in pursuing Chartered Financial Analyst designation a plus