TRADER jobs in the United States

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Trader
  • Journey Advisory Group, LLC
  • Covington, KY FULL_TIME
  • Position Summary

    We are seeking an experienced Trader to join our firm. This position works directly for our Chief Investment Officer, although will have significant direct contact with our Financial Advisors. Our ideal candidate is highly motivated, service driven and extremely organized.


    This role is responsible for

    -         Construct and monitor client portfolios, tax-efficient rebalancing and tax-loss harvesting

    -         Activity specifically includes reviewing daily cash positions, out of tolerance client accounts, new cash flow activity (inbound or outbound), and engaging in a regular portfolio review process.

    -         Trading related activities for client portfolios

    -         Maintains Tamarac Rebalancing

    -         Act as a resource to Financial Advisors & Investment team; produce quarterly and ad hoc client portfolio reports

    -         To learn our model portfolios and understand how to rebalance portfolios to run consistent with models and our investment philosophy

    -         Serve as a resource to Advisors for anything trading related

    -         Work with other functional areas (Operations, Technology, etc) supporting client retention or growth

    -         Support the projects and research ideas of the CIO


    Minimum Qualifications (Knowledge, Skills, and Abilities)

    A minimum of 3-5 years of Trading experience required

    Prior experience with Tamarac Advisor Rebalancing, Tamarac Advisor View and Tamarac CRM

    Experience with Schwab, Fidelity or Interactive Brokers trading platforms

    A strong understanding of investment operations support, compliance support, client reporting and operations.

    Continuously exhibits personal integrity and professional initiative

    Ability to prioritize tasks and work effectively against daily deadlines.

    Notable attention to detail, self-initiated follow-through, and outstanding time management and organization skills

    Strong math & analytical skills (including the ability to identify tax and investment-related issues in portfolios)

    Demonstrates a commitment to accuracy by delivering high quality work

    Collaborative and able to work effectively with others

    Flexible team player who is highly adaptable to change and open to new ideas

    Desire to grow and learn in an ever-changing environment.

    A self-starter with strong organizational skills, capable of consistently meeting deadlines.

    Must be comfortable working in a small entrepreneurial environment where all employees regularly assist others in helping carry out the firm’s mission.

    Must be eligible to work in the US without sponsorship or restriction now and in the future.

    Attention to detail is an essential qualification for success in the role.

    Proficiency with Microsoft Office products, particularly Excel, Outlook and Word


    We want –

    Individuals who are highly motivated, up-beat and enjoy working in a team-oriented environment.

    Someone who appreciates the art of GREAT CLIENT SERVICE!


  • 4 Days Ago

T
Trader
  • T3 Trading Group
  • Charleston, SC FULL_TIME
  • Job Title: TraderLocation: Boulder, CO; Charleston, SC; Providence, RI; Boise, ID; Omaha, NE; Albuquerque, NMAboutT3 Trading Group, LLC is an SEC-registered broker-dealer & Member of FINRA/SIPC. T3’s ...
  • 6 Days Ago

T
Trader
  • T3 Trading Group
  • Boulder, CO FULL_TIME
  • Job Title: TraderLocation: Boulder, CO; Charleston, SC; Providence, RI; Boise, ID; Omaha, NE; Albuquerque, NMAboutT3 Trading Group, LLC is an SEC-registered broker-dealer & Member of FINRA/SIPC. T3’s ...
  • 6 Days Ago

T
Trader
  • T3 Trading Group
  • San Antonio, TX FULL_TIME
  • Job Title: TraderLocation: West Palm Beach, FL; Tampa, FL; Pheonix, AZ; San Diego, CA; Las Vegas, NV; San Antonio, TXAboutT3 Trading Group, LLC is an SEC-registered broker-dealer & Member of FINRA/SIP...
  • 6 Days Ago

C
Trader
  • Citi
  • New York, NY OTHER
  • Citi is looking to hire a trader for the Equity Funding desk.By joining this desk, you will be responsible for trading Equity Swaps, repos, stock loan, FX swaps and interest rate swaps. The successful...
  • 28 Days Ago

S
Trader
  • Staffam
  • San Francisco, CA FULL_TIME
  • We are looking to hire a highly driven trader to buy and sell securities on the company’s behalf. The trader’s responsibilities include analyzing short-term economic trends, assessing the risks of sec...
  • 29 Days Ago

P
Investment operations analyst
  • Pyramid Consulting, Inc
  • Alexandria, VA
  • Immediate need for a talented Investment operations analyst . This is a 06+ Months Contract opportunity with long-term p...
  • 12/7/2024 12:00:00 AM

C
ASSOCIATE DIRECTOR, PORTFOLIO SPECIALIST
  • Cresset Capital
  • Reston, VA
  • Job Details Level: Experienced Job Location: Reston Office - Reston, VA Salary Range: Undisclosed Description About Cres...
  • 12/6/2024 12:00:00 AM

O
Investment Banking Analyst
  • Olsen Palmer LLC
  • Washington, DC
  • Job Description Job Description ANALYST Olsen Palmer LLC is selectively seeking an Analyst for our Washington, D.C. offi...
  • 12/5/2024 12:00:00 AM

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Data Developer/ Team Lead
  • Peraton
  • Washington, DC
  • Responsibilities We are looking to add a Senior Data Developer, Team Lead to our analyst team. CFTC Market Data Operatio...
  • 12/4/2024 12:00:00 AM

T
Mate (Assistant Store Manager)
  • Trader Joe’s
  • College Park, MD
  • Enjoy what you do every day! Join the Crew at Trader Joe's. We're looking for leaders who enjoy helping customers and...
  • 12/3/2024 12:00:00 AM

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Mate (Assistant Store Manager)
  • Trader Joe’s
  • Washington, D.C
  • Enjoy what you do every day! Join the Crew at Trader Joe's. We're looking for leaders who enjoy helping customers and...
  • 11/29/2024 12:00:00 AM

T
Crew
  • Trader Joe’s
  • Rockville, MD
  • Is it you? Our Crew Members create a warm and friendly shopping experience in our stores. We answer questions, offer ...
  • 11/24/2024 12:00:00 AM

T
Crew
  • Trader Joe’s
  • Falls Church, VA
  • Is it you? Our Crew Members create a warm and friendly shopping experience in our stores. We answer questions, offer ...
  • 11/18/2024 12:00:00 AM

Income Estimation for TRADER jobs
$114,152 to $171,101