Associate Trader

Associate Trader

The Group : Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building an intuitive, all-in-one technology for advisory firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The trading group within AIM is responsible for trading client accounts to keep them in line with model portfolio target allocations.

The Role : We're seeking an Associate Trader to join our growing team. This person will be responsible for trading in client accounts to address day-to-day cash flows, target drift due to market movements, portfolio allocation changes, tax loss harvesting, and other portfolio changes. This is an entry level role and we are willing to provide on-the-job training for the right candidate. The role is based in our Lisle office.

Responsibilities :

• Analyze client portfolios, calculate trades, and execute trades on a daily basis, to keep portfolios in line with assigned AIM, advisor, third party strategist, and unified managed account portfolio targets
• Maintain productive relationships with key stakeholders including advisors, portfolio managers, custodians, third party vendors, other investment operations teams, and other functions within Advyzon to contribute to the efficient operation of our investment program
• The person will play a supportive role in the evolution of the trade team and its processes, escalating operational risks and effectively partnering with technology and global operations resources to address technology barriers
• Support the trading operations associated with running our portfolios through a variety of third-party distribution platforms
• Occasionally, on slow trading days, assist the investment research team with various research, analysis, reporting, and other investment tasks
• As necessary, onboard new advisor accounts and work through transitions, with a critical eye toward taxes, alternative / illiquid securities and account customizations
• Performs other duties as assigned by management

Skills / Qualifications :

Requirements :