Associate, Investments Trader
$76k/y-$111k/y
2 days ago
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OnsiteFull-timeEntry
Summary
Wealthspire Advisors is seeking an Associate, Investments Trader to join their team in Madison, WI. The role involves supporting trading and portfolio management tasks while collaborating with Advisors and the Investment Team.
About the Role
As an Associate, Investments Trader, you will learn to perform rebalancing, trading, and other portfolio management tasks consistent with the firm's investment models. You will develop expertise in the trading system, Tamarac, and serve as a resource for Advisors on trading-related matters. The position requires collaboration with various functional areas to support client retention and growth, as well as involvement in portfolio management projects and research.
About You
Required:
- 1-5 years of relevant/related experience.
- Bachelor’s degree in finance or related field.
Preferred:
- Knowledge of Tamarac, Black Diamond, Orion or other analytical trading/portfolio management software.
- Previous trading, portfolio management or wealth management experience.
Benefits
- Competitive salary with a base salary range of $76k–$111k.
- PTO & paid holidays.
- 401(k) with match.
- Exclusive discount programs.
- Health & wellness programs.
Wealthspire Advisors
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 23 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.
Madison, WI