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Bison Wealth, LLC · 1 month ago

Trader / Investment Operations

Atlanta, GA

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Bison Wealth is a fast-growing multi-billion-dollar wealth advisory firm based in Atlanta, Georgia. The Trader / Investment Operations position supports the implementation and ongoing maintenance of client portfolios, executing trades, managing cash, and assisting with illiquid asset workflows in a collaborative environment.

AdviceFinancial ServicesWealth Management

Responsibilities

Implementation and maintenance of internal and third-party portfolios and strategies across client accounts

Execute routine portfolio rebalances, cash trades, and account maintenance activities under established guidelines and supervision

Support daily cash management workflows, including funding needs, distributions, and liquidity monitoring

Perform daily reviews of all trade executions and any related exception reports

Assist with illiquid investment processes, including capital calls, distributions, and coordination with custodians and administrators

Monitor accounts for drift, restrictions, and exceptions; escalate issues as appropriate

Partner with the investment team to support portfolio changes and strategy updates

Communicate with advisors and operations team members regarding trade execution status and account activity

Maintain clear documentation of trading activity and operational processes

Becoming a subject matter expert on trade-related technology platforms

Identify opportunities to improve workflows, controls, and efficiency; contribute ideas and recommendations as experience grows

Provide white glove service and support to advisory teams and Bison clients

Assisting with compliance-related inquiries, including, but not limited to, trade-related reporting and documentation

Qualification

Investment operationsTrading experienceMicrosoft ExcelAnalytical skillsAttention to detailCuriosityCommunication skillsOrganizational skillsProblem-solving skillsCollaboration

Required

Bachelor's degree in finance, economics, business, or a related field

0–3 years of experience in a trading, investment operations, or wealth management support role (internships welcome)

Strong attention to detail and ability to work accurately with data and numbers

Solid analytical and problem-solving skills

Ability to manage multiple tasks and follow established processes in a deadline-driven environment

Intellectual curiosity and willingness to learn investment and trading workflows

Clear written and verbal communication skills

Proficiency with Microsoft Excel

Preferred

Familiarity with portfolio management or trading systems is a plus

Benefits

Access to full benefits, including health, dental, and disability

401(k) with matching

Paid time off

Paid parking

Company

Bison Wealth, LLC

Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what matters most to them.

Founded in 2022

Atlanta, Georgia, USA

51-200 employees