Investment & Trading Associate

Trust Company Family Offices; Toledo (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health and life Insurance

Long‑term disability insurance

Paid vacation

Sick days

Holidays

Bonus opportunities

Stock participation opportunities

Job summary

Trust Company Family Offices seeks an Investment & Trading Associate in an apprentice-style role with our multi-family office investment team. You will gain hands-on experience across portfolio management, trading, and client servicing while supporting the precision and responsiveness of the firm’s investment platform.

You will work with experienced professionals on portfolio operations, equity and fixed income trading, investment reporting, and client support, contributing to timely decisions

Qualifications

• Bachelor’s degree preferred (finance or economics)
• 2–5 years of professional experience preferred (investments or finance)
• Advanced Excel skills in data validation, automation, and performance tracking
• Strong multi-tasking, prioritization, and initiative toward results
• Effective communication with clients, peers, brokers, auditors, and teammates
• Highly organized, dependable, and professional in a collaborative investment environment

Responsibilities

• Execute equity and fixed income trades in support of portfolio strategy and client objectives
• Obtain competitive bids on bond transactions
• Coordinate with brokers/internal teams to resolve trade issues and ensure settlement
• Maintain auditable broker documentation, trade confirmations, and execution records
• Create and maintain Bloomberg accounts and reporting tools for externally managed portfolios
• Prepare reports and presentation materials for clients, board, and consultant reviews

Skills

Advanced Excel

Communication

Multi-tasking

Organized

Education

Bachelor’s degree in Finance or Economics

Tools

Bloomberg

Job description

Trust Company Family Offices is seeking an Investment & Trading Associate professional to join our dedicated multi-family office investment team.This is an apprentice‑style role working closely with experienced investment professionals across portfolio management, trading, and client servicing functions. This individual will gain hands‑on experience in portfolio operations, equity and fixed income trading, investment reporting, and client support while contributing to the precision, responsiveness, and overall effectiveness of the firm’s investment platform.

Trade Execution & Desk Support

• Execute equity and fixed income trades in support of portfolio strategy and client objectives
• Obtain competitive bids on bond transactions
• Coordinate with brokers/internal teams to proactively resolve trade issues and ensure settlement
• Maintain organized, auditable broker documentation, trade confirmations, and execution records

Advisory & External Account Support

• Partner with portfolio officers on trade execution support and investment communications
• Manage trades for external and advisory accounts
• Set up broker structure for non‑custodied portfolios
• Audit standing instructions and broker instruction letters
• Monitor and reconcile open limit orders to support disciplined trade execution and risk oversight
• Ensure sufficient cash and asset availability for transactions
• Review pricing reports and investigate discrepancies to maintain portfolio valuation accuracy
• Coordinate month‑end and structured security pricing activities with broker counterparties
• Verify callable bond schedules and key dates
• Track soft dollar balances and payments for purchased services
• Ensure soft dollar compliance with regulations and assist with annual reporting summaries

Bloomberg & Investment Reporting

• Create and maintain Bloomberg accounts and reporting tools for externally managed portfolios
• Maintain bond rating reports and QuickSearch uploads

Reporting

• Prepare reports and presentation materials for clients, board, and consultant review meetings
• Compile market, economic, and investment data to support portfolio review discussions

Account Administration & Support

• Ensure integrity for new account setup, transfers, and cost basis continuity
• Monitor portfolio liquidity needs and coordinate transactions to support client requirements
• Provide backup client service and custom reporting support
• Execute trades and maintain pledged securities for bank‑related accounts
• Track CD interest and support regulatory report requirements
• Support strong trading controls, process integrity, and audit readiness in investment activities
• Collaborate with management, operations, and auditors on investment processes and reporting

Technical Skills & Tools

• Knowledge of equity and fixed income instruments and compliance standards

Qualifications

• Bachelor’s degree preferred (finance or economics)
• 2 to 5 years of professional experience preferred (investments or finance)
• Advanced Excel skills in data validation, automation, and performance tracking
• Strong multi‑tasking, prioritization, and initiative towards achieving results
• Effective communication skills with clients, peers, brokers, auditors, and teammates
• Highly organized, dependable, and committed to delivering exceptional support, accuracy, and professionalism in a collaborative investment environment

Salary Range and Benefits

• Salary commensurate with experience and credentials
• Health and life Insurance
• Long‑term disability insurance
• Paid vacation
• Sick days
• Holidays
• Bonus opportunities
• Stock participation opportunities

Trust Company Family Offices knows a diverse and inclusive team is best able to manage and coordinate the affairs of families and their individual members as they navigate real‑life challenges that deeply impact family wealth, vision, and legacy. Trust Company Family Offices offers a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, life insurance, paid time out and other unique employer‑supported programs.

For any questions related to this job posting please email [e-mail].