Associate Trader - Data-Driven Portfolio Execution

Composition Wealth, LLC

Chicago (IL)

On-site

USD 70,000 - 110,000

Full time

3 days ago
Be an early applicant
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

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

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

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Associate Trader: Fast-Paced Wealth Trading & Analytics
Associate Trader: Fast-Paced Wealth Trading & Analytics

Composition Wealth • Chicago (IL)

On-site
USD 70,000 - 110,000
401(k) Plan
Health savings account
Medical & vision insurance
+1
Associate Trader
Associate Trader

Composition Wealth • Chicago (IL)

On-site
USD 70,000 - 110,000
401(k) Plan
Health savings account
Medical & vision insurance
+1
Associate – Trader
Associate – Trader

Composition Wealth, LLC • Chicago (IL)

On-site
USD 70,000 - 110,000
Competitive compensation
401(k) Plan
Health savings account
+2
Junior Trader: Portfolio Alignment & Markets
Junior Trader: Portfolio Alignment & Markets

Advyzon • Lisle (IL)

On-site
USD 50,000 - 70,000
Trading Specialist - Client-Focused Market Execution
Trading Specialist - Client-Focused Market Execution

Fidelity National Information Services • Honolulu (HI)

On-site
USD 60,000 - 80,000
Trading Associate: Data-Driven Trade & Portfolio Support
Trading Associate: Data-Driven Trade & Portfolio Support

American Equity Investment Life Holding • Phoenix (site) (AK)

On-site
USD 65,000 - 85,000
Health insurance
Dental insurance paid by employer
401k with match
Institutional Equity Trader: Strategy & Execution
Institutional Equity Trader: Strategy & Execution

Northern Trust • Chicago (IL)

Hybrid
USD 116,000 - 197,000
401k and pension
Health and welfare benefits
Paid time off
+1
Trading Associate: Drive Precision in Market Trading
Trading Associate: Drive Precision in Market Trading

Perigon Wealth Management • San Francisco (CA)

On-site
USD 95,000 - 125,000
Wealth Advisory Trader: Portfolio Strategy & Execution
Wealth Advisory Trader: Portfolio Strategy & Execution

AdamsBrown, LLC • Overland Park (KS)

On-site
USD 65,000 - 95,000
Flexible work environment
Paid time off
Comprehensive benefits package
+1
Wealth Advisory Trader - Early Career, Growth & Strategy
Wealth Advisory Trader - Early Career, Growth & Strategy

Adams Brown, LLC • Overland Park (KS), Northern (KY)

Hybrid
USD 60,000 - 90,000