Trading Associate: Drive Precision in Market Trading

Perigon Wealth Management; San Francisco (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

Perigon Wealth Management in San Francisco seeks a Trading Associate to perform day-to-day trading functions for Advisors using the PWM centralized trading team.

The role requires 1–3 years of trading experience, familiarity with Orion Trading, and a Bachelor’s degree in Economics or Finance. You will maintain models, generate portfolio review reports, and contribute to process improvements within a dynamic, client-focused RIA environment.

Qualifications

• 1–3 years of trading experience.
• Experience with Orion trading is preferred.
• Strong analytical skills and ability to process large datasets in Excel.
• Attention to detail and proactive, efficient work style.
• Self-motivated with the ability to thrive in a dynamic environment.
• Bachelor’s degree in Economics or Finance is required; Series 65 preferred.

Responsibilities

• Performs daily portfolio management, including preparing, reviewing, submitting and reconciling trade requests.
• Maintains trading system settings and reports in Orion Trading.
• Maintains firm- and advisor-level models in Orion.
• Provides ongoing portfolio review reports to Advisor teams.
• Assists with development and documentation of Trading team policies and procedures.
• Participates in process revamps, automations and efficiency improvements.

Skills

Trading experience

Analytical thinking

Attention to detail

Proactivity

Prioritization

Self-motivated

Intellectual curiosity

Hands-on support

Education

Bachelor's degree in Economics or Finance

Series 65 (preferred)

Tools

Orion trading

Excel

Job description

Perigon Wealth Management in San Francisco seeks a Trading Associate to perform day-to-day trading functions for Advisors using the PWM centralized trading team.

The role requires 1–3 years of trading experience, familiarity with Orion Trading, and a Bachelor’s degree in Economics or Finance. You will maintain models, generate portfolio review reports, and contribute to process improvements within a dynamic, client-focused RIA environment.