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Cerity Partners
Louisville, KY; Louisville KY Office
Source: Cerity Partners careers · View original posting
From Cerity Partners's posting. “We” and “our” refer to the employer.
The Trading Associate will provide trading, rebalancing, and investment management services to the Wealth Management Services team. This position will work closely with a trading team located in Louisville KY.
As a Trading Associate you would provide investment advisory support and work as a team to:
Utilize an existing software platform to perform ongoing analysis and rebalancing of household accounts as well as individual taxable, tax-deferred, and non-taxable client portfolios
Communicate clearly with Advisors on trading related topics and processes
Support the Investment Committee and Investment Office in the provision of investment advice to clients’ performance reporting, data collection and analysis, data visualization, and special projects.
High attention to detail and thoroughness to alleviate trading errors.
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
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