Trader

Diversify; South Jordan (UT); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical with HSA & FSA

Dental & Vision

401(k) with company match

Paid time off (4 weeks)

Paid holidays (12)

Giving back days

Job summary

Diversify in South Jordan, Utah, seeks a Trader to join the Asset Management trade team and execute investment strategies while professionally managing client portfolios.

This full-time, in-office role at our headquarters emphasizes trade execution, data validation, and process improvements to enhance team efficiency and client service.

Qualifications

• Bachelor’s degree in finance, business, or a related field.
• Trading experience is strongly preferred.
• Proficiency with Orion’s trading platform and/or custodial trading platforms is strongly preferred.
• Technical aptitude for data analytics and process improvement is strongly preferred.
• Self-starter who can multitask and prioritize a variety of projects.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
• Collaborative mindset with a commitment to contributing to team success.

Responsibilities

• Trade equities, ETFs, bonds, options, and other securities. Rebalance client accounts according to rebalancing protocols.
• Data analysis and validation: review and validate large data sets; conduct post-trade reviews and reconciliations.
• Database maintenance: maintain the integrity and accuracy of the trading database.
• Process improvement: drive initiatives to enhance efficiency and optimize workflows.
• Versatility: perform various data projects to support the team's goals.

Skills

Data analytics

Multitasking

Communication

Interpersonal skills

Self-starter

Team collaboration

Problem solving

Education

Bachelor’s degree in finance or business

Trading experience (preferred)

Tools

Orion trading platform

Custodial trading platforms

Microsoft Excel

Microsoft Office

Job description

About Us

Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.

We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.

Learn more about us at https://joindiversify.com.

About the Position

The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios. This is a full-time, in-office role stationed at our headquarters in South Jordan, Utah.

Your Impact:

• Trade Execution: Trade equities, ETFs, bonds, options, and other securities. Rebalance client accounts according to rebalancing protocols.
• Data Analysis and Validation: Review and validate large data sets. Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
• Database Maintenance: Help maintain the integrity and accuracy of the trading database.
• Process Improvement: Drive initiatives to enhance efficiency and optimize workflows. Proactively seek ways to improve the team’s processes.
• Versatility: Perform various data projects as needed to support the team's goals.

Who You Are

• Bachelor’s degree in finance, business, or a related field.
• Trading experience is strongly preferred.
• Proficiency with Orion’s trading platform and/or custodial trading platforms is strongly preferred.
• Technical aptitude for process improvement and data analytics is strongly preferred.
• Self-starter who can efficiently multitask and prioritize a variety of projects.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
• Collaborative mindset with a commitment to contributing to team success.

Your Toolkit

• High proficiency in Microsoft Office is required. Advanced Excel and data analytic capabilities are preferred.
• Top-tier quantitative skills and insatiable intellectual curiosity.
• Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
• Detail oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

• Core Benefits - Medical with HSA and FSA options, dental, and vision.
• Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
• Great Team Culture - Team members consistently rave about having great colleagues.
• Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V