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Associate, Investments Trader

Associate, Investments Trader

National Financial PartnersNorth Palm Beach, United States
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Responsibilities

  • Learn and understand how to perform rebalancing, trading, and other portfolio management tasks, consistent with our investment models and our investment philosophy
  • Develop expertise in our trading system, Tamarac, working in tandem with other Traders, Advisors, and the Investment Team to maintain portfolio exposures
  • Serve as a resource to Advisors for anything trading-related
  • Work with other functional areas (, Client Services, Advisors, Technology) supporting client retention and growth
  • Support portfolio management-related projects and research with Senior Traders and broader Investment Team members

Knowledge, Skills, and / or Abilities :

  • Knowledge of Tamarac, Black Diamond, Orien or other analytical trading / portfolio management software a plus
  • Continuously exhibits personal integrity and professional initiative
  • Reliable, follows through onmitments, self-starter when ites to new challenges
  • Flexible team player who is highly adaptable to change and open to new ideas
  • Advanced proficiency of Microsoft Office (including Excel)
  • Strong interpersonal, writing, and analytical skills
  • Excellent organizational and time management skills
  • Strong attention to detail and accuracy
  • Demonstrated leadership qualities in a team environment
  • Collaborative, energized by the open exchange of ideas
  • Highly motivated; strong desire to learn
  • Ability to adapt quickly and appropriately within the constant evolution of thepany and the industry

    • Education and / or Experience :

  • 1-5 years of relevant / related experience
  • Bachelor's degree in finance or related field

    • Do you see yourself excelling in this position?

    Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills cane in various forms. We're eager to learn about your unique talents and experiences.

    We're part of NFP, an Aonpany, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who helppanies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

    What We Offer :

    We're proud to offer apetitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $67,000 $98,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

    NFP and You... Better Together!

    NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer. Job ID 22127689

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    Investment Associate • North Palm Beach, United States