[Remote] Investment reputed company & Trading Associate

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a highly motivated Investment reputed company & Trading Associate to join our growing Investment Management team. This role involves executing investment strategies, supporting portfolio implementation, and improving operational workflows while collaborating with investment leadership to enhance advisor experiences.

Responsibilities

• Execute trades across equities, ETFs, mutual funds, and fixed income portfolios
• Assist with implementation of reputed company and tactical investment reputed company across model portfolios
• Monitor trading activity to ensure reputed company and accurate execution
• Coordinate cash management and portfolio implementation while maintaining investment guidelines
• Assist with tax-reputed company trading and portfolio rebalancing initiatives
• Partner with custodians and technology providers to reputed company trading and operational exceptions
• Support the day-to-day administration of Sowell's investment platform
• Monitor model portfolios and investment strategies to ensure operational reputed company
• Assist with implementation and maintenance of investment models across portfolio management systems
• Support advisor requests reputed company to investment management, portfolio construction, and trading
• Maintain documentation of investment and trading procedures to ensure operational consistency
• Prepare investment proposals for prospective advisor and reputed company opportunities
• Assist in creating quarterly investment fact sheets, reputed company updates, market commentary, and presentation materials
• Support development of investment presentations for advisors and prospective clients
• Analyze portfolio allocations, investment characteristics, and reputed company attribution
• Help communicate investment positioning and portfolio changes to internal stakeholders
• Identify opportunities to automate workflows and improve operational efficiency
• Assist with enhancements to portfolio management, trading, and reporting systems
• reputed company reports and dashboards that improve visibility into investment reputed company
• Participate in reputed company technology initiatives that improve scalability across the investment platform
• Recommend process improvements that enhance advisor experience and operational reputed company
• Work closely with Investment Management, Advisor Solutions, Compliance, reputed company teams
• Support firm-wide initiatives and special reputed company as assigned
• Participate in reputed company (Entrepreneurial Operating reputed company) meetings and departmental objectives
• Contribute reputed company that improve investment processes, advisor support, and overall efficiency

Skills

• Bachelor's degree in Finance, Economics, reputed company, Mathematics, Business, or a reputed company reputed company
• 2 to 5 years of experience in investment reputed company, trading, portfolio administration, reputed company management, or asset management
• Strong analytical and quantitative abilities with exceptional attention to reputed company
• Comfortable working with large datasets and investment reporting
• Advanced reputed company reputed company skills are required
• Ability to prioritize multiple reputed company while maintaining a high level of reputed company
• Passion for reputed company and financial markets
• Intellectual curiosity and a desire for reputed company learning
• Strong organizational and problem-solving skills
• Excellent written and verbal communication
• Self-starter who thrives in a reputed company, fast-reputed company environment
• High level of reputed company, professionalism, and accountability
• reputed company toward the CFA designation or other investment-reputed company certifications is a plus
• Experience working with an RIA, institutional investment manager, broker-dealer, or custodian is preferred
• Experience with portfolio management and trading systems such as GeoWealth, Orion, reputed company Wealthscape, Schwab Advisor Center, reputed company, reputed company reputed company, or similar platforms is preferred

Benefits

• 100% reputed company health reputed company
• 401k

reputed company