Associate – Trader

Composition Wealth, LLC; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

401(k) Plan

Health savings account

Medical & vision insurance

Continuing education support

Job summary

Composition Wealth, LLC is seeking an Associate Trader to join our investment team in Chicago. You will execute trades across multiple custodians, maintain investment models, and assist in portfolio management under the Director of Trading.

The ideal candidate holds a bachelor's degree in finance or related field, with at least 2 years in investment management. Strong analytical skills, attention to detail, and proficiency with trading platforms and Excel are required; pursuing CFA or Series 65

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 (e.g., CFA, Series 65) are a plus.
• 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.

Responsibilities

• Execute trades efficiently across multiple custodians using a range of applications, ensuring best practices.
• Execute trades across multiple investment vehicles using various trading software platforms to ensure precision and efficiency.
• 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 trading-related inquiries or needs.

Skills

Analytical skills

Attention to detail

Team collaboration

Independent work

Regulatory/compliance awareness

Education

Bachelor's degree in finance, economics, business, or related field

Tools

Trading platforms

Microsoft Excel

Job description

Company Overview:
At Composition Wealth, 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:

Composition Wealth is seeking a skilled Trader. 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.
• 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.

Working at Composition

• 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, Composition Wealth provides the following benefits:
  • Competitive compensation structure
  • 401(k) Plan
  • Employer health savings account
  • Medical & vision insurance
  • Continuing education support

Composition Wealth is passionate about its people. We invest a lot of time, energy, and resources in them, and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.