Wealth Trading Associate: Rebalance & Portfolio Insight

Cerity Partners Management LLC; Louisville (KY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) savings plan with match

Flexible PTO

Parental Leave

Education assistance for designations

Community involvement opportunities

Commuter benefits

Job summary

Cerity Partners is seeking a Trading Associate to support the Wealth Management Services team in Louisville, KY. The role involves trading, rebalancing, and investment management activities aligned with client policy and allocations.

You'll work closely with a trading group, coordinate with Advisors, and assist the Investment Committee with data collection, analysis, and performance reporting. A Bachelor's degree and up to 3 years' experience are preferred; strong Excel skills are valued.

Qualifications

• Bachelor's degree required; advanced certifications preferred.
• 0–3 years' investment experience; high-net-worth experience preferred.
• Knowledge of investment products, asset location, and portfolio construction.
• Experience with trading systems and reconciliation processes.

Responsibilities

• Ensure client portfolios are within the assigned investment policy.
• Curate and execute trades as directed and according to allocations.
• Perform reconciliation / maintenance of systems and trades.
• Analyze and rebalance household and individual portfolios using existing platforms.
• Communicate clearly with Advisors on trading topics and processes.
• Support Investment Committee with data collection, analysis, and reporting.
• Back up other investment colleagues with research support and due diligence.

Skills

Trading

Rebalancing

Investment analysis

Client communication

Data analysis

Excel

Financial software

Education

Bachelor's degree

Tools

RedBlack

Eclipse

Job description

Cerity Partners is seeking a Trading Associate to support the Wealth Management Services team in Louisville, KY. The role involves trading, rebalancing, and investment management activities aligned with client policy and allocations.

You'll work closely with a trading group, coordinate with Advisors, and assist the Investment Committee with data collection, analysis, and performance reporting. A Bachelor's degree and up to 3 years' experience are preferred; strong Excel skills are valued.