Associate Trader

Responsibilities

• Analyze client portfolios, calculate trades, and execute trades on a daily basis, to keep portfolios in line with assigned AIM, advisor, third party strategist, and unified managed account portfolio targets
• Maintain productive relationships with key stakeholders including advisors, portfolio managers, custodians, third party vendors, other investment operations teams, and other functions within Advyzon to contribute to the efficient operation of our investment program
• The person will play a supportive role in the evolution of the trade team and its processes, escalating operational risks and effectively partnering with technology and global operations resources to address technology barriers
• Support the trading operations associated with running our portfolios through a variety of third-party distribution platforms
• Occasionally, on slow trading days, assist the investment research team with various research, analysis, reporting, and other investment tasks
• As necessary, onboard new advisor accounts and work through transitions, with a critical eye toward taxes, alternative / illiquid securities and account customizations

Qualifications

• Excellent math and analytical skills
• Ability to learn and effectively use Advyzon’s trading software
• Flexible and organized enough to learn and work with software from at least six custodians
• Strong organizational and time management skills - ability to handle fast paced and deadline driven environment
• Excellent attention to detail and accuracy; the person in this role must maintain a sharp focus during market hours and minimize distractions
• Flexible and adaptable during strategic operational developments
• The ideal candidate is flexible and adaptable during strategic operational developments
• Integrity is a must in this role
• Advanced Excel skills are advantageous
• Creativity, the desire to innovate, and investing passion
• Solid understanding of financial markets, money movement and trading attributes, including realized gains
• Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures