Trade Operations Associate

The role

The Trade Operations Associate supports Portfolio Management, Research, Operations and Wealth Management teams. This role involves implementing equity execution, performing daily reconciliations, and managing customized options strategies.

What you will do

• Implement equity execution through the firm's order management system.
• Perform daily reconciliation between trading system and custodial records.
• Maintain and update security models in the order management system.
• Ensure all trading activity adheres to firm policies, procedures, and regulatory requirements.
• Participate in Research and Investment Committee meetings.
• Manage customized options strategies.
• Provide day-to-day trading and investment support to Portfolio Managers.
• Identify and suggest portfolio actions including drift rebalancing and tax loss harvesting.
• Communicate market conditions and trade information to the team.
• Develop and maintain custom investment reports.

Required qualifications

• 1+ years' relevant experience in trading, investment operations or portfolio support.
• Strong technological aptitude to work across multiple platforms.
• Excellent communication and interpersonal skills.
• Detail-oriented, organized, and capable of managing multiple workflows simultaneously.

Nice to have

• Experience with electronic trading and portfolio systems (e.g., RedBlack, Eclipse)
• Exposure to VBA or other analytical tools
• Progress toward the CFA designation

Benefits

• Annual cash bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)
• Support for further education and/or industry designations

About the company

Crestwood Advisors is an independent, fee-only Registered Investment Advisor overseeing $8+ billion in assets under management. It is part of the Focus Financial Partners' network firm community.