Cerity Partners · 1 day ago
Trading Associate
Louisville, KY
Full-time
Hybrid
New Grad, Entry Level
0+ years expCerity Partners is a wealth management firm seeking a Trading Associate to provide trading, rebalancing, and investment management services. The role involves ensuring client portfolios adhere to investment policies, executing trades, and supporting the Investment Committee with performance reporting and analysis.
BankingFinanceFinancial Services
No H1B
Responsibilities
Ensure client portfolios are within assigned investment policy
Curate and execute trades as directed and according to investment allocations
Perform reconciliation / maintenance of systems and trades
Utilize an existing software platform to perform ongoing analysis and rebalancing of household accounts as well as individual taxable, tax-deferred, and non-taxable client portfolios
Communicate clearly with Advisors on trading related topics and processes
Support the Investment Committee and Investment Office in the provision of investment advice to clients’ performance reporting, data collection and analysis, data visualization, and special projects
Act as a back-up for other investment colleagues in ways such as providing research support and due diligence of managers and investment allocations
Qualification
Required
Bachelor's degree is required
0-3 years' relevant investment experience
General knowledge of investment products, asset location, and portfolio construction for taxable investors
Proven ability to communicate with colleagues
High attention to detail and thoroughness to alleviate trading errors
Client first attitude demonstrating patience and poise
Ability to work in a fast-paced environment with shifting deadlines and priorities
Ability to wear multiple hats, to apply skills to different areas of the business, and to adapt to changing conditions and needs
Organized, self-directed, and ability to multitask
Good written and verbal communication skills
Unafraid to own up to mistakes and ardently work to improve systems to avoid future problems
Proficiency in Microsoft Office
Preferred
further education or work toward appropriate certification
experience investing for high-net-worth clients
RedBlack and/or Eclipse system trading experience
experience processing and performing reconnaissance on large amounts of data
expert Excel user
light programming skills
Benefits
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase