Trader / Investment Operations

Bison Wealth is a fast-growing multi-billion-dollar wealth advisory firm based in Atlanta, Georgia. We use innovative planning, dynamic investment solutions, competitive technology, and a collaborative approach to meet the needs of the families we serve. Our culture values curiosity, accountability, and continuous improvement, creating an environment where people are encouraged to learn, contribute ideas, and grow alongside the firm.

Position Summary

The Trader / Investment Operations position supports the implementation and ongoing maintenance of client portfolios across the firm. This role is responsible for executing trades related to internally managed and externally managed portfolios, supporting cash management and portfolio rebalances, and assisting with illiquid asset workflows. The ideal candidate is detail-oriented, analytically curious, and eager to learn within a collaborative wealth advisory environment. This position offers meaningful exposure to portfolio implementation, investment operations, investment management, and cross-functional teamwork.

Key Responsibilities

• Implementation and maintenance of internal and third-party portfolios and strategies across client accounts
• Execute routine portfolio rebalances, cash trades, and account maintenance activities under established guidelines and supervision
• Support daily cash management workflows, including funding needs, distributions, and liquidity monitoring
• Perform daily reviews of all trade executions and any related exception reports
• Assist with illiquid investment processes, including capital calls, distributions, and coordination with custodians and administrators
• Monitor accounts for drift, restrictions, and exceptions; escalate issues as appropriate
• Partner with the investment team to support portfolio changes and strategy updates
• Communicate with advisors and operations team members regarding trade execution status and account activity
• Maintain clear documentation of trading activity and operational processes
• Becoming a subject matter expert on trade-related technology platforms
• Identify opportunities to improve workflows, controls, and efficiency; contribute ideas and recommendations as experience grows
• Provide white glove service and support to advisory teams and Bison clients
• Assisting with compliance-related inquiries, including, but not limited to, trade-related reporting and documentation

Qualifications & Skills

• Bachelor’s degree in finance, economics, business, or a related field
• 0–3 years of experience in a trading, investment operations, or wealth management support role (internships welcome)
• Strong attention to detail and ability to work accurately with data and numbers
• Solid analytical and problem-solving skills
• Ability to manage multiple tasks and follow established processes in a deadline-driven environment
• Intellectual curiosity and willingness to learn investment and trading workflows
• Clear written and verbal communication skills
• Proficiency with Microsoft Excel
• Familiarity with portfolio management or trading systems is a plus

Key Attributes

• Highly organized and dependable
• Process-oriented with a strong sense of accountability
• Collaborative and service-minded
• Motivated to develop technical and investment knowledge over time

Why Join Us?

• Premier Buckhead office space
• Paid parking
• Access to full benefits, including health, dental, and disability
• 401(k) with matching
• Paid time off

Compensation

• Base salary bonus potential