Trading Associate Jobs

Wealthstream Advisors, Inc., a fast-growing boutique wealth management firm located in New York City providing investment management and financial planning services to high net worth clients. We are looking for a Trader who will play a key role in maintaining proper allocations within client accounts and take advantage of opportunities to rebalance or reduce taxes. Wealthstream Advisors, Inc. has been named one of the 2021, 2022 and 2023 Best Places to Work for Financial Advisers by InvestmentNews.

Job Title: Trading Associate
Base Salary Range: $65,000 - $85,000

Job Overview:
This is a full-time opportunity in our New York City office. This role is an additional hire to a growing team. The role is responsible for managing the trading process and the portfolio management function. The Trading Associate will report to the Chief Operating Officer.

Responsibilities:

• Work closely with Advisor team to process and review trading strategies
• Provide rebalance and tax trading reporting to advisors
• Provide weekly market commentary to the Firm
• Manage the Firm’s trading workflow and system integrations
• Responsible for investigating new investment products and resources
• Build and maintain effective internal working relationships and support teamwork in meeting company goals:
• Assist Chief Compliance Officer with trading compliance support
• Participate in new client portfolio construction and implementation discussions
• Oversee special projects to support the firm’s trading goals and initiatives
• Manage relationships with custodial, broker trading desks and SMA providers
• Ability to identify opportunities for improving and automating everyday manual processes, meeting deadlines, and paying close attention to detail.
• Participate on the Firm’s investment steering committee

o Initiate and/or participate in projects and/or initiatives as appropriate with the intent of continual improvement in processes, client experience, etc.
o Provide support to advisory and operations team colleagues to meet client and firm needs and may help provide appropriate materials and information
o Assist with execution of the strategic vision/goals of the firm

Job Skills and Attributes:

• Ability to work autonomously as well as with a team
• High attention to detail skills
• Ability to adapt to shifting priorities, firm culture and style
• Strong math, research and analytical skills
• Strong Excel skills
• Work well under time constraints and periods of market volatility
• Ability to manage multiple workstreams and adhere to deadlines
• High sense of urgency as it relates to new client account creation and management
• Excellent teamwork and communication skills

Ideal Candidates Will Have:

• Prior mutual fund and ETF trading experience at RIA firm a plus
• Bachelor’s degree
• Experience with portfolio management systems used by RIA firms including but not limited to Orion, IRebal, Tamarac. Experience using Orion Eclipse, YCharts and Morningstar Direct is a plus.

Send resumes and cover letter to [email protected].

Wealthstream Advisors, Inc is an equal opportunity employer