Trading Associate
2 weeks 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 1.9B 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:
Prep, execute and allocate trades for our client accounts
Coordinate execution and settlement with our custodians and brokers
Maintain CRM records & conduct data audits
Update and maintain documentation and processes pages
Assist in back-office responsibilities ranging from forms submissions to voting on corporate actions
Field incoming trading, account maintenance and general information requests from clients on an as needed basis
Monitor developments in the market that effect trading activities
What you will bring
This role is for someone who has genuine interest in the world of wealth management, investments and financial markets and is passionate about processes and efficiency.
Attention to detail and exceptional organization. This position requires considerable coordination and follow-up. Being proactive and meticulous when it comes to processes is critical.
Ability to multi-task, work effectively in a team environment, take ownership of dedicated tasks, and look for ways to make current processes more efficient.
Professional attitude and strong written and verbal communication skills, as you will be predominantly working with high-net-worth clients and prospects.
Trade execution experience preferred, but not required
3-5 years of experience working in an investment advisory, asset management or financial services company
General understanding of global financial markets and macroeconomics.
Bachelors degree, preferably with a concentration in Accounting, Economics, Finance, Business Administration or a related field
Computer Skills expertise in Microsoft Office Suite; experience with CRM, Bloomberg, Barclays and other data providers preferred
Intermediate to advanced Excel and math skills
Willingness to work during market hours
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 $65,000 to $95,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. Base salary is just one component of total compensation at CCA which may include, depending on eligibility: benefits, 401(k) retirement plan and ongoing share of team bonus structure.
What we offer
Opportunity to work for an established financial services company in a fast-growing, start-up like 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
Competitive salary and bonus structure
Full medical coverage, including vision and dental
401k with company match
-
Trading Associate
1 week ago
Beverly Hills, United States Checchi Capital Advisers 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 1.9B in AUM. By fostering an inclusive environment and promoting professional development,...
-
Trading Associate
2 weeks ago
Beverly Hills, United States Checchi Capital Advisers 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 1.9B in AUM. By fostering an inclusive environment and promoting professional development,...
-
Trading Associate
2 weeks ago
Beverly Hills, United States Checchi Capital Advisers 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 1.9B in AUM. By fostering an inclusive environment and promoting professional development,...
-
Financial Planning Investment Associate
6 days ago
Woodland Hills, United States Northwestern Mutual - The Beer Financial Group Full time**Financial Planning Investment Associate** The responsibilities of the Financial Planning Investment Associate are to support Advisors in establishing and servicing investment clients. Specific responsibilities include but will not be limited to: **Primary Responsibilities to start will be**: - Process existing Investment account service requests (asset...
-
Spa Director
2 weeks ago
Beverly Hills, United States SkyBridge Luxury & Associates Full timeSkyBridge Luxury & Associates is currently seeking an experienced Director of Spa & Wellness to join an Ultra-Luxury Resort in the Los Angeles area. If you're passionate about delivering exceptional spa experiences and have a proven track record in luxury hospitality, we want to hear from you!ESSENTIAL FUNCTIONS & PHYSICAL REQUIREMENTSA day in the life of...
-
Client Associate/Client Registered Associate
2 weeks ago
Bloomfield Hills, United States Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...
-
Client Associate/Client Registered Associate
4 weeks ago
Bloomfield Hills, Michigan, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Corporate Attorney
5 days ago
Auburn Hills, United States Syncreon Full timeJoin our dynamic legal team in Auburn Hills, MI, where you'll play a pivotal role in providing comprehensive global legal support across a spectrum of areas, from Corporate Governance to Real Estate, and Procurement. About the Role Provide global legal support in various aspects of the business, including Corporate Governance, Real Estate, Customer...
-
Associate Director, Medical Strategy
2 weeks ago
Parsippany-Troy Hills, United States OPEN Health Full timeAssociate Director, Medical Strategy Reports to SVP, Medical StrategyJob SummaryThe Associate Director, Medical Strategy is responsible for providing strategic medical and tactical direction to support all of OPEN Health’s Scientific Communications teams in (1) the development of strategic medical plans and multi-stakeholder scientific communication plans,...
-
Product Manager
3 weeks ago
Rochester Hills, United States First Brands Group, LLC Full timeGeneral Purpose:The Water Pumps Product Manager will play a critical role supporting new product development & overall line management. The position will work cross-functionally with Engineering, Marketing, Pricing, Operations and Quality to ensure Product Line(s) are well maintained and forging ahead to align with Company Goals & Objectives. The position...
-
Product Manager
3 weeks ago
Rochester Hills, United States First Brands Group, LLC Full timeGeneral Purpose:The Water Pumps Product Manager will play a critical role supporting new product development & overall line management. The position will work cross-functionally with Engineering, Marketing, Pricing, Operations and Quality to ensure Product Line(s) are well maintained and forging ahead to align with Company Goals & Objectives. The position...
-
Project Manager
3 weeks ago
Beverly, United States Works by Jesse Debenedictis, LLC Full timeJob DescriptionJob DescriptionSalary: Project Manager / Planner– Residential ConstructionPreference will be given to applicants who possess previous experience as an estimator, architect, engineer, designer, construction manager or project manager. Are you looking to join a rapidly growing design-build firm? Do you enjoy managing luxury residential...
-
Electrician
3 weeks ago
Farmington Hills, United States PrideStaff Full timeJob DescriptionJob DescriptionPrideStaff is hiring an experienced Electrician.3rd shift. 11 pm-7 am.Pay rate range. $20-$38 an hour.QualificationsPerform work under direct supervisionPossess beginning to working knowledge of subject matterRequire accreditation from a technical school or applicable skilled trades program and 0 to 2 years of experienceAbility...
-
Production Planner
3 weeks ago
Farmington Hills, United States Star Cutter Company Full timeStar Cutter Company, is a family owned, globally recognized, manufacturer of custom round tools and hobs. We are looking for a Production Planner to join our Operations Team here in Farmington Hills, MI. Our Production Planner is a key member of our team, ensuring a quality start to our production orders. The ideal candidate will be looking for:A company...
-
Product Guide
3 weeks ago
Short Hills, United States Arc'teryx Full timeYour Opportunity at ARC'TERYX:You are the face of the brand on the retail floor, delivering an unforgettable experience to our guests. You are the inspiration behind our brand's evolution, as we continue to commit to bold objectives both in stores and in our communities. You are product-obsessed and seek any chance to get outside to experiment and learn...
-
Entry-Level Installer
4 weeks ago
Laguna Hills, United States Phoenix Air Conditioning & Heating Full timeJob DescriptionJob DescriptionAt Phoenix Air Conditioning and Heating, we firmly believe that a company is only as good as the people we employ. We are committed to being the best in the industry by building a team that provides unmatched value to our clients. Our mission is to establish long-term relationships with our clients. At Phoenix, our great...
-
Systems Analyst
1 week ago
Vernon Hills, United States MILLENNIUMSOFT Full timePosition: Systems Analyst Location: Franklin Lakes, NJ or Vernon Hills, IL Duration: 5+ Months Contract Total Hours/weeks: 40.00Temp to Perm Location either Franklin Lakes or Vernon HillsDescription: We are looking for a technical skillset, to perform work with MS Access DB and similar work related to Customer and Contract data Reporting to the Associate...
-
Lead Installer
4 weeks ago
Laguna Hills, United States Phoenix Air Conditioning & Heating Full timeJob DescriptionJob DescriptionAt Phoenix Air Conditioning and Heating, we firmly believe that a company is only as good as the people we employ. We are committed to being the best in the industry by building a team that provides unmatched value to our clients. Our mission is to establish long-term relationships with our clients. At Phoenix, our great...
-
The Field Applications
2 weeks ago
Parsippany-Troy Hills, United States Comrise Full timeSummary: The Field Applications and prototype testing Technician is responsible for coordinating and collecting targeted contractor feedback. This position will operate with multiple teams across the organization to contribute to initiatives and product improvement that influence commercial contractor efficiency, as well as product and system improvement....
-
Business Analyst
2 weeks ago
Parsippany-Troy Hills, United States Roehm Full timeWHO WE AREWe are a leading supplier of methacrylate chemistry. As a global company, Röhm employs 3,500 employees across four continents. Our broad product portfolio includes the world-renowned PLEXIGLAS® brand (in the Americas registered under the trademark ACRYLITE®) and its key raw material methyl methacrylate, which we manufacture in a global...