Wealth Trading Associate: Rebalancing & Portfolio Analysis

Cerity Partners; Louisville (KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners in Louisville, KY seeks a Trading Associate to provide trading, rebalancing, and investment management services within Wealth Management Services. You will collaborate with a trading team in Louisville and manage allocations across client portfolios.

The ideal candidate progresses with a Bachelor's degree and up to 3 years of investment experience, including high-net-worth clients. Proficiency in Excel and trading software is valued.

Qualifications

• Bachelor's degree required; advanced study preferred.
• 0-3 years investment experience; high-net-worth experience preferred.
• Knowledge of investment products, asset location, and taxable portfolios.
• Experience with trading platforms and data tools like RedBlack/Eclipse.

Responsibilities

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

Skills

Trading experience

Communication

Attention to detail

Multitasking

Excel proficiency

Adaptability

Education

Bachelor's degree

Tools

RedBlack

Eclipse

Excel

Programming basics

Job description

Cerity Partners in Louisville, KY seeks a Trading Associate to provide trading, rebalancing, and investment management services within Wealth Management Services. You will collaborate with a trading team in Louisville and manage allocations across client portfolios.

The ideal candidate progresses with a Bachelor's degree and up to 3 years of investment experience, including high-net-worth clients. Proficiency in Excel and trading software is valued.