Trade Execution Specialist

Corient; Morristown (NJ); On-site; USD 35,817 - 52,348; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Job summary

A prominent wealth management platform in New Jersey is seeking a Strategic Talent Acquisition Partner/Leader to support their investment team. In this role, you will be responsible for executing trades, managing client portfolios, and personalizing investment strategies. The ideal candidate must possess a Bachelor's degree, have strong analytical skills, and experience with trading platforms and Microsoft Office. This full-time position offers a pay range of $26-$38 per hour, with extensive benefits including a 401(k) and medical plans.

Qualifications

• 1+ years relevant job experience.
• Prior experience as an analyst or specialist within portfolio administration, trading, or operations required.

Responsibilities

• Support an investment platform consisting of public and private market instruments.
• Execute trades, monitor and rebalance portfolios, and respond to ongoing cash needs.
• Tailor investment discipline to suit individual client needs.

Skills

Excellent command of the written English language

Strong knowledge of Microsoft Office

Experience working with trading platforms like Tamarac, RedBlack, iRebal, or Salesforce

Strong analytical and interpersonal skills

Passion for capital markets and investing

Education

Bachelor's degree from a 4-year institution

Tools

Microsoft Office

Tamarac

RedBlack

iRebal

Salesforce

Job description

Strategic Talent Acquisition Partner/Leader | Building High-Impact Teams in Tech, Wealth Management, Finance, Automotive & Hospitality Sectors

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities We’ll Trust You With

As a key member of the Investment Team, you will support an investment platform consisting of both public and private market instruments. Your responsibilities will include executing trades, monitoring and rebalancing portfolios, and responding to ongoing portfolio cash needs. You will be responsible for reviewing the investment portfolios we construct for individuals and tailoring our investment discipline to suit each individual's needs across risk, return, tax efficiency and personal preferences. You will support the delivery of customized client portfolio solutions to individuals that work with us already and analysis and investment proposals for individual considering our services. Most importantly, you will become a subject matter expert across multiple facets of the Firm’s investment solutions with the ability to support our wealth advisory teams.

Qualifications

Ideal Candidate Skills/Characteristics:

• Bachelor's degree from 4-year institution. Relevant business majors are preferred, but all will be considered.
• Excellent command of the written English language is NECESSARY.
• 1+ years relevant job experience.
• Strong knowledge of Microsoft Office and related business productivity tools.
• Relevant experience working with Tamarac, RedBlack, iRebal or another trading platform, as well as Salesforce.
• Prior experience as an analyst or specialist within portfolio administration, trading, or operations required.
• Possess a passion for the capital markets, investing, and helping solve complex problems.
• A balance of strong analytical and interpersonal skills. Ability to work independently, performing and completing multiple tasks efficiently.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Training ReimbursementPaid Professional Designations
• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is non-exempt and is paid according to the laws of the State of New Jersey. The pay range for this position is $26-$38 USD per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Seniority level

Associate

Employment type

Full-time

Job function

Other