Associate Trader

Core Responsibilities

• Conduct daily reviews of client portfolios using the Tamarac trading platform
• Follow rules-based methodology to place trades (primarily in ETFs and mutual funds) with precision and tax efficiency
• Use independent judgement to determine when to override Tamarac’s trade recommendations
• Complete advisor trade requests in a timely manner
• Work with 3rd party software and custodian trade desks to execute trades in a cost-effective manner
• Conduct regular audits of system settings and trading data
• Propose and implement enhancements to trading processes and workflows
• Regularly communicate with advisors and internal tax, estate, and financial planning specialists to best align trading with each client’s financial situation
• Produce quarterly and ad hoc reports

Leadership, Culture & Core Values

We are a team of good people who put forth relentless effort to serve others. Demonstrate Truepoint’s Core Values:

• We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
• We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
• We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve
• We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues we strive to exceed expectations.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or equivalent experience on a back office operations team for an RIA
• Orion experience preferred
• Self-motivated to work both collaboratively and autonomously
• High attention to detail and accuracy
• Able to thrive in a structured environment
• Strong systems aptitude and background in operations (experience with trading and/or Tamarac a plus)
• Able to coordinate across teams and manage internal processes
• Demonstrate initiative to grow both personally and professionally as our industry and firm changes

Physical & Environmental Requirements

• Prolonged periods of working on a computer and occasional periods sitting
• May have to lift up to 15 pounds
• Minimal travel required. Frequent attendance at internal meetings required
• Occasional attendance at meeting with outside partners
• Travel outside the region may be required for business and/or professional development
• In our hybrid work environment, the company reserves the right to modify in-office attendance requirements at its discretion based on business needs