Associate Trader - Data-Driven Portfolio Execution

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

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