Investment Trading Associate

About the Role:We are seeking a highly motivated Investment Trading Associate to join our team. The ideal candidate will be responsible for executing and managing trades while ensuring accuracy and efficiency in all trading activities. This role requires strong attention to detail, the ability to work in a fast-paced environment, and a deep understanding of financial markets.Key Responsibilities:Execute and process trades accurately using BlackDiamond trading softwareMonitor market activity and trade performance to ensure best execution practicesAssist in portfolio management by reviewing allocations, rebalancing, and ensuring compliance with investment strategiesMaintain and reconcile trade records, ensuring all transactions are processed correctly and in a timely mannerCollaborate with financial advisors, portfolio managers, and compliance teams to ensure seamless trade operationsStay up to date with market trends, regulatory changes, and industry best practicesAddress and resolve any trade discrepancies or settlement issuesAdhere to all FINRA and regulatory requirementsQualifications:SIE, Series 7, and Series 66 licenses are requiredBachelor's degree from an accredited university in Finance, Economics, or a related field1-3 years of experience in a trading, operations, or financial services role preferredStrong analytical skills and a high level of accuracy in trade executionExperience using BlackDiamond trading software is a plusExcellent communication and problem-solving skillsAbility to work independently and as part of a team in a high-pressure environmentStrong attention to detail"”accuracy is critical in this roleMust be located in or able to commute to Lansing, MIMust be authorized to work in the pensation & Benefits:Competitive salary based on experienceComprehensive benefits package including health, dental, and vision insurance401(k) with company matchPaid time off and holidaysProfessional development and licensing supportIf you are detail-oriented, highly organized, and passionate about trading, we'd love to hear from you!

Created: 2025-03-08