Associate Trader

Associate Trader Job Profile

We are currently seeking a detail-oriented and proactive Associate Trader to join our team. This role’s primary function will be to monitor client portfolios using the Tamarac trading platform and make determinations as to what to trade when necessary. This position offers a blend of consistency and precision, providing an opportunity for individuals who thrive in a structured environment.

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.
• Ability to thrive in a structured environment.
• Strong systems aptitude and background in operations (experience with trading and/or Tamarac a plus).
• Ability 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.
  
  

This position description in no manner neither states nor implies a contract of employment. Job duties and responsibilities may be added, changed or deleted at managements’ discretion at any time. This written description does not limit the duties and responsibilities by the assigned incumbent.