Trading Associate
1 month ago
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
-
Trading Associate
1 month ago
Beverly Hills, United States Selby Jennings Full timeWe 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...
-
Trading Associate
1 month ago
Beverly Hills, United States Selby Jennings Full timeWe 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...
-
Trading Associate
1 month ago
Beverly Hills, United States Checchi Capital Full timeWho we areChecchi 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,...
-
Trading Associate
1 month ago
beverly, United States Checchi Capital Full timeWho we areChecchi 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,...
-
Financial Services Specialist
2 weeks ago
Beverly Hills, California, United States Selby Jennings Full timeWe are searching for a dynamic Trading Associate to join our trading team at Selby Jennings.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...
-
Customer Service Representative
1 day ago
Beverly Hills, Florida, United States Walgreens Full timeWalgreens is seeking a talented Customer Service Associate to join our team. As a Customer Service Associate, you will model and deliver a distinctive and delightful customer experience. The estimated salary for this role is $45,000 - $65,000 per year.Key Responsibilities:Register sales on assigned cash register, providing customers with courteous, fair,...
-
Associate General Counsel
3 months ago
Beverly Hills, United States ACC - Association of Corporate Counsel Full timeABOUT US Fashion Nova is the world’s leading trend-to-market fashion and lifestyle brand with high-growth categories across its Women, Men, Kids and Beauty divisions. Renowned for delivering the most-wanted styles to millions worldwide, Fashion Nova earned the title of the Top 5 Most-Searched Fashion Brand on Google in 2022, alongside Louis Vuitton and...
-
Sales Specialist
1 month ago
Beverly Hills, United States Frette Full timeFrette, the leading provider of luxury linens to the finest hotels and homes worldwide, has an exciting full-time Sales opportunity within our Rodeo Drive boutique.As a Frette Specialist, you will be responsible for maintaining exemplary customer service per Frette standards, ensuring that each customer receives outstanding service by providing a welcoming...
-
ALEXANDER MCQUEEN Store Operations Associate
3 months ago
Beverly Hills, United States Alexander McQueen Full timeSummary Alexander McQueen is a British luxury fashion house founded by Lee Alexander McQueen in 1992. In 2001, the house joined the Kering Group and, since December 2023, is under the creative direction of Sen McGirr. Alexander McQueen is distinctive for an expression of individuality, subversive strength and raw power. With a design studio and atelier...
-
Operations Associate, Jackpocket
4 weeks ago
Beverly, United States DraftKings Full timeWe’re defining what it means to build and deliver the most extraordinary sports and entertainment experiences. Our global team is trailblazing new markets, developing cutting-edge products, and shaping the future of responsible gaming. Here, “impossible” isn’t part of our vocabulary. You’ll face some of the toughest but most rewarding challenges of...
-
Operations Associate, Jackpocket
4 weeks ago
Beverly, United States DraftKings Full timeWe’re defining what it means to build and deliver the most extraordinary sports and entertainment experiences. Our global team is trailblazing new markets, developing cutting-edge products, and shaping the future of responsible gaming. Here, “impossible” isn’t part of our vocabulary. You’ll face some of the toughest but most rewarding challenges...
-
Operations Associate, Jackpocket
4 weeks ago
Beverly, United States DraftKings Full timeWe’re defining what it means to build and deliver the most extraordinary sports and entertainment experiences. Our global team is trailblazing new markets, developing cutting-edge products, and shaping the future of responsible gaming. Here, “impossible” isn’t part of our vocabulary. You’ll face some of the toughest but most rewarding challenges of...
-
Operations Associate, Jackpocket
4 weeks ago
beverly, United States DraftKings Full timeWe’re defining what it means to build and deliver the most extraordinary sports and entertainment experiences. Our global team is trailblazing new markets, developing cutting-edge products, and shaping the future of responsible gaming. Here, “impossible” isn’t part of our vocabulary. You’ll face some of the toughest but most rewarding challenges of...
-
Designer
5 months ago
Beverly Hills, United States Crate and Barrel Full timeWe inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality home furnishings...
-
Designer
5 months ago
Beverly Hills, United States Crate&Barrel Full timeWe inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality home furnishings...
-
Operations Associate, Jackpocket
4 weeks ago
Beverly, MA, United States DraftKings Full timeWe’re defining what it means to build and deliver the most extraordinary sports and entertainment experiences. Our global team is trailblazing new markets, developing cutting-edge products, and shaping the future of responsible gaming. Here, “impossible” isn’t part of our vocabulary. You’ll face some of the toughest but most rewarding challenges...
-
Operations Associate, Jackpocket
4 weeks ago
Beverly, MA, United States DraftKings Full timeWe’re defining what it means to build and deliver the most extraordinary sports and entertainment experiences. Our global team is trailblazing new markets, developing cutting-edge products, and shaping the future of responsible gaming. Here, “impossible” isn’t part of our vocabulary. You’ll face some of the toughest but most rewarding challenges...
-
Sales Specialist
1 month ago
beverly, United States Frette Full timeFrette, the leading provider of luxury linens to the finest hotels and homes worldwide, has an exciting full-time Sales opportunity within our Rodeo Drive boutique.As a Frette Specialist, you will be responsible for maintaining exemplary customer service per Frette standards, ensuring that each customer receives outstanding service by providing a welcoming...
-
Sales Specialist
4 weeks ago
beverly, United States Frette Full timeFrette, the leading provider of luxury linens to the finest hotels and homes worldwide, has an exciting full-time Sales opportunity within our Rodeo Drive boutique.As a Frette Specialist, you will be responsible for maintaining exemplary customer service per Frette standards, ensuring that each customer receives outstanding service by providing a welcoming...
-
Master Plumber Specialist
4 weeks ago
Auburn Hills, Michigan, United States ZPLUMBERZ Of Auburn Hills Full timeJob SummaryWe are seeking a skilled Licensed Plumber to join our team at ZPLUMBERZ Of Auburn Hills.The successful candidate will be responsible for performing maintenance, repair, and installation duties in a normal operations environment.Key Responsibilities:Participate in maintenance, repair, and installation duties in normal operations.Operate hand tools,...