MCF · 1 day ago
Associate Trader
Covington, KY
Full-time
Onsite
New Grad, Entry LevelMCF is an investment management company that serves clients through various divisions including Wealth Management Services and Retirement Plan Services. The Associate Trader will execute trades, monitor investment objectives, and support the investment operations of the firm, while working closely with the Investment Department.
ConsultingFinancial ServicesInsuranceWealth Management
Hiring Manager
Caroline Sacca
Responsibilities
Execute requested trades
Monitor adherence to investment objectives/model tolerance, cash balances, and outlier positions in client accounts
Execute individual client dollar-cost averaging strategies
Maintain composite performance
Manage the maintenance of trading models, recording trade instructions/notes, reconciling trades, and ensuring accurate account grouping for portfolio and household reporting
Accurately document and record trading activity information within the Firm’s CRM software
Continually educating oneself on the capabilities of the firm’s trading software as well as recommending improvements to the overall trading process
Take ownership of client portfolio data, ensuring accurate client account information by maintaining portfolio management systems (trading & reporting) and securities databases
Ensure accurate reporting of private placements, and other unique client reporting requirements which require Manual Security Snapshots
Assist with research for newsletters, presentations, and other website/client communications
Communicate closely with other departments for trade-related requests or issues
Provide backup support to other roles within the firm and IMD, especially the CIO, Investment Analysts, Investment Associates, and Investment Operations roles
Qualification
Required
Bachelor's degree in Finance, Economics, or Accounting
FINRA Series 65 License, or ability to obtain within first three months of employment
Knowledge of investments and an understanding of how various instruments (i.e., stocks, bonds, mutual funds, ETF's, etc.) trade
Ability to complete an account reconciliation
Ability to handle multiple priorities simultaneously and complete tasks within a given timeframe
Ability to apply educational background and current capital market events to an investment strategy and desire to expand current knowledge and learn new financial concepts
Proficient in Microsoft Office, with advanced skills in Excel
A congenial disposition and ability to work in a team environment
Self-motivated, highly analytical, ability to work independently as well as in a team atmosphere
Personal characteristics: Client-first attitude, team player, desire to grow and expand personal knowledge, organized, extremely attentive to details and an ability to think objectively and critically
Preferred
Experience using Tamarac (or similar reporting/trading software) is a plus
Company
MCF
MCF Advisors, LLC (“MCF”) is an SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services.
Founded in 2004
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2025-03-18Private Equity
Leadership Team
David Harris
CEO
Shawn Clark
Sr. Financial Advisor
Recent News
Lane Report | Kentucky Business & Economic News
2025-12-17
2025-12-15
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