Trading Associate

3 days ago

beverly, United States Checchi Capital Full time

Who we are

Checchi Capital Advisers, LLC is a rapidly growing wealth management firm with an innovative platform providing tax-efficient, transparent and globally diversified investments for select clients who share our values and objectives. CCA currently manages over $2.1B in AUM.

By fostering an inclusive environment and promoting professional development, we built a close-knit team that speaks 17 different languages and values collaboration and integrity. We are deeply committed to delivering superb client experience and consistent performance.

What we are looking for

We are searching for a dynamic Trading Associate to join our trading team. The trading team executes a high volume of trades in equity, fixed income and option securities for our separately managed accounts, generates and maintains performance data for our clients and strategies and supports the quarterly client reporting process.

In addition, as a Trading Associate you will:

·        Coordinate execution and settlement with our custodians and brokers

·        Maintain CRM records & conduct data audits

·    Assist in back-office responsibilities ranging from forms submissions, voting on corporate actions, data compilation and data reconciliation

·        Develop an understanding of insurance products and services, and fixed income products and metrics

·        Liaise between client, insurance service provider, and Engineering team

·        Create and update advanced Excel models, supporting data analysis and decision making

·        Monitor custodial, account and portfolio data and resolve issues and discrepancies

What you will bring

This role is for someone who has genuine interest in the world of wealth management, investments, and financial and insurance markets and is passionate about processes and efficiency.

·        Attention to detail, communication, and the ability to handle multiple responsibilities

·        3-5 years of experience working in an investment advisory, asset management or financial services company

·        Familiarity with equities and bonds, settlements and money movement

·        Strong Excel and math skills

·        Willingness to work stock market hours

·        Nice to have, but not required:

o  Insurance and Fixed Income industry knowledge

o  Trade execution experience

o  Bond trading experience

o  VBA, Python, SQL

Compensation Structure

At CCA, we carefully consider a wide range of factors when determining compensation. In accordance with CA law, we expect the base salary for this position to be in the range of $70,000 to $90,000, plus an annual team performance bonus. Actual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors.

What we offer

·        Competitive salary and bonus structure

·        Full medical coverage, including vision and dental

·        401k with company match

·        Opportunity to work for an established financial services company in a fast-growing, collaborative environment with a supportive fun-loving team of experts

·        Mentorship opportunities and ability to work directly with firm founders and leaders

·        Beautiful office space in Beverly Hills




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