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We are an SEC Registered Investment Advisor working with high net worth individuals and their families to offer comprehensive wealth advisory. We additionally serve as a chief investment officer to other financial advisors and their clients in a sub advisory capacity. We are committed to delivering institutional caliber investment solutions that help our clients achieve their investment goals. We have built expertise in constructing tailored, tax sensitive portfolios incorporating all asset classes, via individual securities, exchange traded funds and private vehicles as appropriate.
Job Role: Trading Associate
Job Overview:
We are seeking a Trading Associate to join the Trading & Execution team who is excited at the prospect of contributing to the growth and success of our business. We are looking for someone with a keen eye for detail, is passionate about investing, and has a quantitative background. The associate will help the trading team with the execution of investments across all asset classes for our clients’ approximately $500mm of assets under management.
Responsibilities:
Your Expertise
Full Time
$99k-128k (estimate)
06/07/2024
06/25/2024
The following is the career advancement route for Trading Associate positions, which can be used as a reference in future career path planning. As a Trading Associate, it can be promoted into senior positions as a Customer Success Associate IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trading Associate. You can explore the career advancement for a Trading Associate below and select your interested title to get hiring information.