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SalaryAssociate Trader Job Profile
We are currently seeking a detail-oriented and proactive Associate Trader to join our team. This role’s primary function will be to monitor client portfolios using the Tamarac trading platform and determine what to trade when necessary. This position offers a blend of consistency and precision, providing an opportunity for individuals who thrive in a structured environment.
Core Responsibilities
- Conduct daily reviews of client portfolios using the Tamarac trading platform.
- Follow rules-based methodology to place trades (primarily in ETFs and mutual funds) with precision and tax efficiency.
- Use independent judgment to determine when to override Tamarac’s trade recommendations.
- Complete advisor trade requests in a timely manner.
- Work with 3rd party software and custodian trade desks to execute trades in a cost-effective manner.
- Conduct regular audits of system settings and trading data.
- Propose and implement enhancements to trading processes and workflows.
- Regularly communicate with advisors and internal tax, estate, and financial planning specialists to best align trading with each client’s financial situation.
- Produce quarterly and ad hoc reports.
Requirements
- Bachelor's degree in Finance, Economics, Accounting, or equivalent experience on a back office operations team for an RIA.
- Self-motivated to work both collaboratively and autonomously.
- High attention to detail and accuracy.
- Ability to thrive in a structured environment.
- Strong systems aptitude and background in operations (experience with trading and/or Tamarac a plus).
- Ability to coordinate across teams and manage internal processes.
Leadership, Culture & Core Values
We are a team of good people who put forth relentless effort to serve others.
Demonstrate Truepoint’s Core Values:
- We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
- We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
- We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
- We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.
