Associate Trader

FCI Advisors; Overland Park (KS); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Overland Park, KS is seeking an Associate Trader to support the trading team. The role involves documenting procedures, resolving trade discrepancies, and ensuring effective communication with brokers and operations teams. A Bachelor's degree in finance or accounting is required, along with proficiency in Microsoft Office and financial software. This is a full-time, on-site position.

Qualifications

• Bachelor’s degree in finance, accounting, or related subject, or equivalent experience.
• Advanced knowledge of investments and trading acumen.
• Ability to operate a personal computer with proficiency including Microsoft Office tools.

Responsibilities

• Support equity and fixed income trading team.
• Document and maintain procedures.
• Resolve errors and issues with trade data discrepancies.

Skills

Problem solving

Organizational skills

Communication

Attention to detail

Education

Bachelor’s degree in finance, accounting, or related subject

Tools

Microsoft Excel

Bloomberg

Factset

Job description

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Human Resources | Insurance | Risk Management Professional

OVERLAND PARK, KS ON-SITE POSITION

Description

The Associate Trader will perform the following duties which include but are not limited to:

• Provide support to equity and fixed income trading team
• Document and maintain procedures
• Support trade processes, error resolution and tracking
• Maintain relationship with approved brokers
• Assist in settlement process through DTCC trade confirm reconciliation
• Respond to trade queries from brokers and custodians
• Resolve issues with trade data discrepancies
• Communicate effectively with brokers, portfolio managers, and operations team accordingly
• Identify workflow and system enhancements
• Ensure all allocations and trade notifications are sent each day
• Provide support to other department including compliance and operations
• Availability during ‘market hours’ – 8:30 a.m. to 4:00 p.m.
• Onsite attendance is a requirement of this job

Requirements

• Bachelor’s degree in finance, accounting, or related subject, or equivalent experience within the investment management industry
• Advanced knowledge of investments and trading acumen
• Strong problem solving and organizational skills
• Demonstrated attention to detail and accuracy
• Ability to meet client needs and expectations
• Ability to operate a personal computer with proficiency including key tools such as Microsoft Word, Excel, and PowerPoint
• Experience with Bloomberg, Factset, and Advent systems
• Ability to communicate effectively in both oral and written form to all levels of the organization
• Ability to work successfully as a member of a team and independently

Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA). Our services include investment management and wealth planning for private and institutional clients. Based in the Greater Kansas City area, the firm manages over $14 billion in assets.

FCI Advisors is an Equal Opportunity Employer

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Quality Assurance, Finance, and General Business

• Industries

  Financial Services, Investment Management, and Securities and Commodity Exchanges

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