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Trading and Investment Operations Associate
Avon, OH · Accounting/FinanceTrading and Investment Operations Associate - ONSITE
Location: Avon, OH (On-site)
Are you detail-oriented, curious about the markets, and enjoy working behind the scenes to support investment success?
Our client, a wealth management firm in Avon, is looking for a Trading and Investment Operations Associate to join their growing team. In this role, you’ll be responsible for executing trades, monitoring investment activity, and supporting the daily operations that keep client portfolios running smoothly.
What You’ll Do:
This is a great opportunity to build your career in investment operations while working closely with seasoned advisors who are passionate about delivering great client outcomes. Competitive salary, benefits, and a supportive, team-based environment.
Location: Avon, OH (On-site)
Are you detail-oriented, curious about the markets, and enjoy working behind the scenes to support investment success?
Our client, a wealth management firm in Avon, is looking for a Trading and Investment Operations Associate to join their growing team. In this role, you’ll be responsible for executing trades, monitoring investment activity, and supporting the daily operations that keep client portfolios running smoothly.
What You’ll Do:
- Execute trades for client accounts under advisor direction
- Support portfolio rebalancing and trade allocations
- Monitor model portfolios and cash positions
- Communicate with custodians to ensure timely and accurate settlement
- Maintain client investment records and assist with performance reporting
- Collaborate with advisors and operations staff on investment-related tasks
- Experience in investment operations, trading, or financial services
- Series 7 and 66 preferred (or 63 and 65); if not already licensed, must obtain within 6 months
- High attention to detail and accuracy
- Ability to work independently and in a collaborative team environment
- Proficiency with financial systems and custodial platforms (e.g., Schwab, Fidelity) is a plus
This is a great opportunity to build your career in investment operations while working closely with seasoned advisors who are passionate about delivering great client outcomes. Competitive salary, benefits, and a supportive, team-based environment.