Trader/Investment Operations Associate

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

📋 Description

• Assist the firm in all facets of the investment management process through trading, investment performance attribution, model management, and research.

• Carry out daily trading operations, including transactions involving mutual funds, exchange-traded funds, equities, and individual bonds for client accounts.

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

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

• Acquire knowledge and implement Orion Eclipse rebalancing and trading methodologies.

• Operate within Merit’s multi-custodial framework and comprehend each custodian’s trading policies and procedures.

• Assist advisors in submitting trade cases via Salesforce and collaborate with the trading team.

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

• Conduct educational sessions with advisors regarding trading protocols.

• Review client transactions, fees, cash balances, and securities for compliance with policies.

• Work alongside the trading team to enhance process efficiency.

• Keep track of financial markets and global events for potential risks impacting client accounts.

• Manage and articulate 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.

• A willingness to take on various roles in a dynamic, high-growth environment.

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

• Strong written, presentation, and communication abilities.

• Attention to detail.

• Highly observant and analytical.

• Excellent problem-solving skills.

• Strong organizational skills and ability to follow through.

• Must be situated in the EST or CDT time zone (required).

🏝️ 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