Associate - Trader

Gaynor Staffing; Chicago (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Fitness classes

Networking events

Continuing education support

401(k) Plan

Health savings account

Medical & vision insurance

Job summary

Gaynor Staffing is seeking an Associate – Trader in Chicago, IL to join our investment team. The role focuses on executing trades, maintaining models, and supporting portfolio management in a fast-paced environment.

The ideal candidate has a finance-related degree and at least 2 years of investment management experience, with CFA/Series 65 progress as a plus. This full-time role reports to the Director of Trading and emphasizes accuracy and teamwork.

Qualifications

• Bachelor's degree in finance, economics, business, or a related field.
• Minimum of 2 years of experience in investment management, preferably within a wealth management or asset management firm.
• Professional certifications (working toward CFA, Series 65, etc.) are a plus.

Responsibilities

• Execute trades efficiently across multiple custodians using a range of applications, ensuring best practices.
• Execute trades seamlessly across multiple investment vehicles using various trading software platforms to ensure precision and efficiency in the trading process.
• Support the development and continuous improvement of trading workflows, systems, and processes to increase efficiency, accuracy, and scalability.
• Prepare, maintain, and analyze trading and portfolio reports to monitor activity and support investment decision-making.
• Analyze portfolios, trade activity, and investment data to support portfolio management and trading decisions.
• Collaborate with the client service team to address any trading-related inquiries or needs.

Skills

Trade execution

Portfolio analysis

Communication

Attention to detail

Microsoft Office

Analytical skills

Team collaboration

Regulatory compliance

Education

Bachelor's degree in finance/economics/business

Tools

Trading platforms

Microsoft Office

Job description

Job Title: Associate – Trader

Location: Chicago, IL

Job Type: Full-time

Salary Range: $65,000 - $85,000

Company Overview:
We are a rapidly growing RIA dedicated to delivering fiduciary excellence and sustainable growth. We value integrity, excellence, and nimbleness. As one of the fastest-growing wealth management firms in the country, we seek top talent to fuel our expansion.

Position Overview

Our national firm is seeking a skilled Trader for our Chicago office. As an Associate Trader, you will play an important role on our investment team. The ideal candidate will execute trades, maintain investment models within our platforms, and assist in portfolio management. This is an excellent opportunity for an ambitious and detail-oriented professional to grow their career in the financial industry. You will work closely with our investment team and will report to the Director of Trading. The ideal candidate is highly skilled in investment principles, possesses strong analytical abilities, and thrives in a fast-paced, client-focused environment.

Key Responsibilities

• Execute trades efficiently across multiple custodians using a range of applications, ensuring best practices.
• Execute trades seamlessly across multiple investment vehicles using various trading software platforms to ensure precision and efficiency in the trading process.
• Support the development and continuous improvement of trading workflows, systems, and processes to increase efficiency, accuracy, and scalability.
• Prepare, maintain, and analyze trading and portfolio reports to monitor activity and support investment decision-making.
• Analyze portfolios, trade activity, and investment data to support portfolio management and trading decisions.
• Collaborate with the client service team to address any trading-related inquiries or needs.

Qualifications

• Bachelor's degree in finance, economics, business, or a related field.
• Minimum of 2 years of experience in investment management, preferably within a wealth management or asset management firm.
• Professional certifications (working toward CFA, Series 65, etc.) are a plus.

Your Competencies & Characteristics

• Excellent communication skills.
• General knowledge of financial markets, investment vehicles, and portfolio management principles.
• Strong attention to detail and the ability to manage multiple priorities effectively.
• Advanced skills in Microsoft Office suite of applications.
• Excellent analytical and quantitative skills, with the ability to interpret complex financial data.
• Demonstrated ability to work collaboratively in a team environment.
• Strong compliance mindset and commitment to following established trading and regulatory procedures.
• Comfortable working independently.

Who we are

A dedicated support ecosystem including estate strategy, investment management, client service, and compliance administration.

• We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing business.
• Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support, and much more.
• We built our firm to put our clients’ best interests first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
• In addition to being part of a fast-paced, entrepreneurial environment, our firm provides the following benefits:
  • Competitive compensation structure
  • 401(k) Plan
  • Employer health savings account
  • Medical & vision insurance
  • Continuing education support

We’re also passionate about our people. We invest a lot of time, energy, and resources in them, and they are genuinely excited to come to work on Monday morning. Unfortunately, we cannot provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.