ORGEL WEALTH MANAGEMENT, LLC · 1 week ago
Trade Operations Associate
Altoona, WI
Full-time
Onsite
Entry, Mid Level
2+ years expOrgel Wealth Management, LLC is a firm dedicated to providing comprehensive wealth management services. They are seeking a Trade Operations Associate responsible for processing security transactions, managing portfolio compliance, and executing daily trades with a focus on accuracy and urgency.
AdviceFinanceFinancial ServicesWealth Management
Responsibilities
Execute daily trades, including portfolio/account rebalancing
Manage rebalancing system and define strategy trading parameters as directed by the firm’s investment committee
Monitor portfolios to confirm that all portfolios are in compliance with strategy guidelines
Act as the systems manager for firm’s portfolio trading rebalancer, including data maintenance, reporting and special projects
Analyze account transfers and maintain accurate and up to date portfolio cost basis
Oversee, monitor and actively participate in the implementation and maintenance of portfolio strategies to ensure that portfolios are within risk tolerance constraints and comply with client securities guidelines and restrictions
Qualification
Required
Bachelor's degree from an accredited university or college in business or related field
Exceptional analytical and conceptual thinking skills
Capable to handle high volume of work with precision
Able to work well under stress in a fast-paced environment
Manage time effectively, set priorities, and meet deadlines
Maintain the highest level of confidentiality with respect to client and firm information
Understand and adhere to all firm policies and procedures
Exercise the highest level of professionalism in personal presentation, communication, and all interactions with clients and employees
Demonstrate high levels of integrity
Communicate effectively orally and in writing
Function well in a team environment by maintaining a positive, collaborative approach
Work independently with self-motivation
Leverage technology, including the Microsoft Office Suite, Redblack, Salesforce, Tamarac, Morningstar, and other software applications as necessary
Preferred
A minimum of 2 years of individual taxable and tax-deferred portfolio management/trading experience at a fee-only wealth management firm
Understanding of asset allocation, tax strategies, and experience with trading equity and fixed income instruments
Understanding of how to work with trading desks and trade execution strategies
Familiarity with investment management software; Tamarac, RedBlack, iRebal or similar
Company
ORGEL WEALTH MANAGEMENT, LLC
Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mike Wolf
Chief Technology Officer
Company data provided by crunchbase