Trader – Investment Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Perform daily trading activities, which include executing trades for mutual funds, exchange traded funds, equities, and individual bonds on behalf of client accounts.

• Ensure compliance with Merit’s trading policies and procedures as well as client investment guidelines.

• Rebalance both Merit and advisor-directed models utilizing the Orion Eclipse system.

• Acquire proficiency in using the Orion Eclipse rebalancing and trading platform.

• Familiarize yourself with the firm’s multi-custodial trading landscape along with the policies and procedures of each custodian.

• Assist advisors in submitting trade cases through Salesforce and engage with the trading team.

• Provide investment and operational assistance to financial advisors, financial planners, and the client service team.

• Conduct educational sessions for advisors on trading protocols.

• Audit client transactions, fees, cash balances, and securities to ensure compliance with firm policies.

• Collaborate with the trading team to enhance process efficiency.

• Keep track of financial markets and global events for any risks that may impact client accounts.

• Manage and elucidate on Merit Investment Program offerings and models.

⛳️ Requirements

• A minimum of 3 to 5 years of experience in the industry.

• Bachelor's Degree in Finance, Accounting, or Business from an accredited institution.

• Possession of Series 7 and Series 63 or 66 licenses.

• Exceptional interpersonal skills.

• Willingness to take on various roles in a dynamic, fast-paced growth environment.

• Ability to work efficiently both independently and as part of a team.

• Outstanding written, presentation, and communication abilities.

• Strong attention to detail.

• Highly observant and analytical in approach.

• Excellent problem-solving skills.

• Strong organizational skills and ability to follow through on tasks.

🏝️ Benefits

• Medical Insurance

• Dental/Vision Insurance

• Life & Personal Accident Insurance

• Short-term Disability Insurance

• Long-term Disability Insurance

• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA

• 401(k) Plan with company matching

• Paid Time Off (PTO) and paid holidays