🛠 Tech Stack

💼 About This Role

You'll execute trades and manage portfolios for fixed income and equity strategies. You'll collaborate with operations, client service, and portfolio management teams. This role offers ownership over trade execution and opportunities to drive process improvements.

🎯 What You'll Do

• Execute trades for fixed income and equity portfolios
• Build orders for individual accounts and block trading
• Perform post-trade compliance checks
• Drive initiatives to enhance efficiency and optimize workflows

📋 Requirements

• Bachelor's degree in finance, business or related field
• 2+ years of experience in equity and/or fixed income trading
• High proficiency in Microsoft Office
• Detail-oriented with ownership mentality

✨ Nice to Have

• Advanced Excel capabilities
• Experience in an RIA, broker-dealer, or trust company

🎁 Benefits & Perks

• 🏥 Medical, Dental and Vision
• 💰 Company 401(k) and ESOP contribution
• 🏖️ Generous sick, vacation, and maternity/parental leave
• 📚 Professional Development Opportunities
• 🎓 Tuition Reimbursement ($15,000 lifetime cap)