Associate Trader jobs in United States
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Truepoint Wealth Counsel · 1 day ago

Associate Trader

positionCincinnati, OH
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Truepoint Wealth Counsel is seeking a detail-oriented and proactive Associate Trader to join their team. The role involves monitoring client portfolios using the Tamarac trading platform and making trading decisions as necessary, while ensuring precision and tax efficiency in trades.

Asset ManagementFinancial ServicesWealth Management

Responsibilities

Conduct daily reviews of client portfolios using the Tamarac trading platform
Follow rules-based methodology to place trades (primarily in ETFs and mutual funds) with precision and tax efficiency
Use independent judgement to determine when to override Tamarac’s trade recommendations
Complete advisor trade requests in a timely manner
Work with 3rd party software and custodian trade desks to execute trades in a cost-effective manner
Conduct regular audits of system settings and trading data
Propose and implement enhancements to trading processes and workflows
Regularly communicate with advisors and internal tax, estate, and financial planning specialists to best align trading with each client’s financial situation
Produce quarterly and ad hoc reports

Qualification

Tamarac trading platformTrading in ETFsMutual fundsOrion experienceSystems aptitudeAttention to detail

Required

Bachelor's degree in Finance, Economics, Accounting, or equivalent experience on a back office operations team for an RIA
Self-motivated to work both collaboratively and autonomously
High attention to detail and accuracy
Ability to thrive in a structured environment
Strong systems aptitude and background in operations (experience with trading and/or Tamarac a plus)
Ability to coordinate across teams and manage internal processes
Demonstrate initiative to grow both personally and professionally as our industry and firm changes

Preferred

Orion experience preferred

Company

Truepoint Wealth Counsel

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Truepoint Wealth Counsel is a wealth management firm.
dateFounded in 1990
location
Cincinnati, Ohio, USA
people-size51-200 employees
web-link
https://truepointwealth.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Steve Condon
CEO & Shareholder
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Nate Johnson
Co-Chief Client Officer & Shareholder
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Company data provided by crunchbase