Manage trade submissions, confirmations, and documentation. Assist in maintaining data presented across the Investment Technology platform to provide clients and internal users with a current and accurate financial picture. Essential Functions. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Perform timely and accurate execution of trades as submitted by financial advisors and cl...
Position Summary. As a member of Cassaday & Company, a top wealth management firm in the country and Virginia’s #1 financial advisor, you will join our team as a member of the Investment Management and Research Department. This is an associate-level position that supports the firm’s investment and trading efforts which includes, but is not limited to, rebalancing/trading client accounts, investment manager due diligence, preparing investment reco...
Summary. We are looking for a high performing individual who thrives in a team environment. This role is a critical contributor to the success of the organization, driving valuable information and insights. Our ideal candidate is service-focused and will be responsible for our client’s portfolio management activities. primarily trading and rebalancing, as well as investment performance review and asset allocation review. The Associate will serve ...
Job Details. Investment Professional. Alternative Cross-Asset Strategies ("ACAS") Group. Full-time. Hybrid (Boston, MA or New York, NY). The Opportunity. Join a fundamental value-oriented investment team focused on generating attractive risk-adjusted investment performance over a long-term time horizon across a wide spectrum of asset types. The strategy is a flexible and opportunistic mandate to invest across the traditional corporate capital str...
Job Details. Investment Professional. Alternative Cross-Asset Strategies ("ACAS") Group. Full-time. Hybrid (Boston, MA or New York, NY). The Opportunity. Join a fundamental value-oriented investment team focused on generating attractive risk-adjusted investment performance over a long-term time horizon across a wide spectrum of asset types. The strategy is a flexible and opportunistic mandate to invest across the traditional corporate capital str...
