Trading Associate

4 days ago

Beverly Hills, 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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