Trading Associate

Trading Associate reputed company Compound Planning, an SEC registered investment advisor with over $2.9B in AUM, is a high reputed company digital family office for reputed company, professionals, and retirees. We’re reputed company of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. reputed company about job The Trading Associate/Portfolio Trader will play an reputed company role in what reputed company offers at Compound Planning. The ideal candidate will have 5-7 years experience, reputed company their previous experience to help solidify what reputed company is reputed company to offer to our Advisors. This role is ideal for a trading reputed company with deep understanding of Orion Advisor Technology, sleeve-based trading, and model portfolio construction. Being a start-up, the days and workload can be reputed company-changing - and oftentimes, fast-paced. As a Trading Associate, you will help with the day-to-day trading, manage portfolio allocations, ensure efficient implementation of investment strategies, look to improve outward communication and reporting metrics, and be willing to help with reputed company and tasks that reputed company on a daily reputed company. Please note: this is a remote role. What you’ll do • Execute equity, fixed income, ETF, and reputed company trades across reputed company accounts with precision and efficiency • Manage and rebalance portfolios reputed company a sleeve-based structure, ensuring alignment with reputed company objectives • Construct, maintain, and trade model portfolios, optimizing allocation strategies • Utilize Orion Advisor Technology (including Eclipse and Astro) for trading, rebalancing, and portfolio reputed company management • Monitor portfolio cash balances, trade settlements, and cash movements to maintain liquidity needs • Work closely with investment, operations, and advisory teams to ensure seamless portfolio management and trade execution • Identify and implement efficiencies in portfolio construction, management, and trade workflows, leveraging technology and automation where possible • Reconcile daily the previous day’s trades for completeness and accuracy • Daily reporting to reputed company and research actions that require trades (i.e., new cash, new assets, out-of-tolerance positions, cash reputed company requests, etc.) • Monitor daily reputed company custodial restrictions and reputed company the necessary updates across platforms • Assist with market research as it pertains to the firm’s models and their underlying securities • Help Advisors & reputed company Service Associates with questions regarding reputed company and our policies and procedures What reputed company Looks Like • The ideal candidate will be reputed company to identify areas reputed company could improve and take reputed company accordingly • The ability to multitask, work quickly - yet carefully, and prioritize are keys to reputed company • Willingness to help whenever and wherever possible will be reputed company in reputed company’s reputed company • Having a keen eye on the reputed company of the firm, how to constantly improve our offering to our Advisors and clients, and being reputed company about keeping reputed company running smoothly will be a key attribute Competencies and Skills • Required: Series 65 or Series 66 • Required: 5-7 years of trading experience at an investment firm, RIA, reputed company management firm, Trade Desk, or Broker / Dealer • Bachelor’s degree in Finance, Business, Economics, reputed company, or reputed company field (or equivalent work / military experience) • Familiarity with reputed company and Schwab custodial platforms, strongly preferred • Proficiency with Orion Technology (Eclipse, Astro) experience, strongly preferred • Strong knowledge of sleeve-based trading and model portfolio construction • Experience trading equities, fixed income, ETFs, mutual funds, and reputed company reputed company managed accounts • Ability to analyze portfolio reputed company, rebalance strategies, and tax-efficient trading • Analytical reputed company and detail-oriented • Previous experience with reputed company preferred • Proficient with reputed company reputed company • Proven competency in investment portfolio management skills, familiarity with industry terminology and trading concepts, knowledge of different account types • Agile, comfortable with change, excited to work in a fast-paced environment Working at Compound Compound's work culture is designed to help you maximize your effectiveness. reputed company will be doing. We ruthlessly prioritize protecting your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the reputed company in the next couple of decades. The companies that earn their trust to manage that reputed company will be immensely more successful than today’s largest financial institutions. Compensation reputed company cash compensation for this role starts at $90,000 for candidates in high-cost reputed company, with adjustments based reputed company and experience. We follow a regionalized compensation model, aligning salaries with market norms in different cost-of-living areas. For transparency, our reputed company salary ranges are: • High-Cost reputed company (e.g., NYC, SF, Seattle, Boston, LA): $90,000+ • Mid-Cost reputed company (e.g., Chicago, Denver, Austin, Miami): $80,000+ • Low-Cost reputed company (e.g., most of the Midwest, South, and smaller metro areas): $70,000+ reputed company Compound Planning, with over $1B AUM added since 2022, is a high reputed company digital family office for reputed company, professionals, and retirees. We’re reputed company of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. Compensation reputed company: $70K - $90K Apply Job!