Qureos Mentor

Cerity Partners

Cerity Partners provides comprehensive and custom-tailored wealth management services for individuals, businesses, and nonprofit organizations. Their offerings include financial planning, investment solutions, estate and gift planning, tax planning, and risk management, all designed to address the unique financial needs of their clients. With a focus on trust and transparency, Cerity Partners aims to deliver objective financial advice and support for various financial challenges.

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 Position Summary:
 
 
 
 The Trading Associate will join Cerity Partners&rsquo; centralized Albany trading group, providing trading, rebalancing, and investment management support across the practice&rsquo;s advisor base. While this position does not directly interface with clients, all trading activity carries fiduciary obligation, and the associate is expected to service clients&rsquo; interests in the best manner possible through the quality and accuracy of their work.
 
 
 
 Primary Responsibilities
 
 
 
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 Ensure client portfolios are within assigned investment policy
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 Curate and execute trades &mdash; including block trades processed through Eclipse &mdash; according to investment allocations, with a strong emphasis on best execution and allocation compliance
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 Perform reconciliation and maintenance of systems and trades
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 Utilize Eclipse to perform ongoing analysis and rebalancing of household accounts as well as individual taxable, tax-deferred, and non-taxable client portfolios
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 Apply tax lot methodology to support tax-efficient trade execution (familiarity a plus, not required)
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 Communicate clearly with advisors on trading-related topics and processes
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 Support the Investment Committee in data collection and analysis, data visualization, and special projects.
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 Act as a back-up for other investment colleagues including providing research support and due diligence on managers and investment allocations
 
 
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 Required Qualifications:
 
 
 
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 Bachelor's degree required. Candidates with fewer than 12 months of relevant industry experience must hold a degree in Finance, Economics, Business, or a related field; for candidates with more experience, a related degree is preferred but not required
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 0&ndash;3 years' relevant investment experience
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 General knowledge of investment products, asset allocation, and portfolio construction across taxable, tax-deferred, and non-taxable accounts
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 Demonstrated ability to learn and manage software tools for trading and analysis
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 High attention to detail and thoroughness to help minimize trading errors, paired with good written and verbal communication skills
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 Ability to work in a fast-paced environment with shifting deadlines and priorities
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 Adaptable and self-directed &mdash; able to multitask, wear multiple hats, and shift priorities as business needs change
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 Proficiency in Microsoft Office &mdash; expert Excel user preferred; light programming skills a plus
 
 
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 Preferred Qualifications:
 
 
 
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 Pursuit of further education or professional certification (e.g., securities licensing, CFA, or related credentials)
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 Experience investing for high-net-worth clients
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 Prior experience on a trading desk or in a high-volume trading environment; prior exposure to prime brokerage relationships
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 Familiarity with Eclipse (our trading platform) and/or Orion (our data aggregator)
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 Custodial experience with Fidelity or Schwab
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 Experience processing and performing reconciliation on large amounts of data
 
 
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 Skills &amp; Competencies
 
 
 
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 Demonstrate strong and effective communication, organizational and time management skills.
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 Drive to learn
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 Detail oriented
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 Ability to work in a team based/collaborative environment.
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 Must accept and thrive in a fast-paced, changing environment.
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 Adherence to all compliance policies &amp; procedures.
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 Demonstrate the Cerity Partners culture.
 
 
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 Physical Requirements
 
 
 
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 Prolonged periods sitting at a desk and working on a computer.
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 Must be able to lift up to 15 pounds at times.
 
 
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 Compensation Range
 
 
 
 $65,000 - $75,000
 
 
 
 Why Cerity Partners
 
 
 
 Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
 
 
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 Health, dental, and vision insurance &ndash; day 1!
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 401(k) savings and investment plan options with 4% match
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 Flexible PTO policy
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 Parental Leave
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 Financial assistance for advanced education and professional designations
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 Opportunity to give back time to local communities
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 Commuter benefits
 
 
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 Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
 
 
 
 
 Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
 
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Trading Associate

Join Cerity Partners and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Cerity Partners

About Company

Trading Associate