Trader | Pittsburgh, Pennsylvania

Reference Number: MHH7253
Location: Pittsburgh, Pennsylvania

Judson Group has partnered with a multi-billion-dollar RIA in Pittsburgh, PA to add a Trader to their team. The trader will handle all aspects of general trading for the firm in addition to supporting Senior Traders with investment advisory moves.

Responsibilities:

  • Responsible for using trading software to submit trades recommended by portfolio managers and perform daily trade reconciliation.
  • Under supervision, services portfolios in accordance with objectives of investments programs.
  • Trades various portfolio model accounts using automated systems.
  • Responsible for all data and information entered into trading software, ensuring accuracy, timeliness, and compliance.
  • Ensures trading procedures are properly executed and that compliance policies are followed.
  • Participate in client/portfolio update meetings.

Requirements:

  • 2+ years of financial experience with a focus on trading and operations.
  • Bachelor’s degree; designations (CFA) preferred.
  • Series 7 and 66 licensed required.
  • Tamarac and Salesforce experience highly preferred.
  • Strong client service mentality.
  • Strong attention to detail, poised, organized, and keen sense of urgency.
  • Exceptional communication and presentation skills.

Compensation:
Commensurate with experience

Location:
Pittsburgh, Pennsylvania

Reference Number: MHH7253

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