Investment Trading Associate

OneDigital • Overland Park, KS

7d

About The Position

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Our Investment Trading Associate has a strong foundation in financial markets and a proven ability to navigate them effectively. This role leverages algorithmic and block trading skills and is a strong advocate for best execution, ensuring trades are completed in a manner that prioritizes our clients' interests.

Requirements

• Undergraduate degree in finance or related field
• Ability to work well in a fast-paced team environment, managing multiple tasks and prioritizing based on business needs; ability to function well in ambiguity and shift priorities quickly

Nice To Haves

• Preferred: Minimum 2 years trading or related experience in utilizing algorithmic and block trading with a clear understanding best execution standards and practices
• Preferred: Understanding of market structure and regulatory environment, transaction cost analysis, commission budgeting, and settlement process
• Preferred: Strong proficiency using Orion Eclipse trading platform, Microsoft Excel, broker-sponsored trading algorithms, and leading OMS/EMS providers

Responsibilities

• Execute buy/sell trade orders in client accounts invested in investment models and strategies with underlying investments in Exchange Traded Funds (ETFs), Mutual Funds, US and global stocks
• Execute model rebalancing orders of investment models managed by in-house portfolio managers and sourced form external money managers
• Monitor market information proactively to facilitate in making sound trading decisions and providing investment team relevant news
• Strive toward process improvement and operational efficiency within the entire trade life cycle from order generation, execution, settlement, to custodian
• Coordinate with operations, compliance, client service, and IT department, as required
• Prepare reports and handle projects, as assigned

Benefits

• eligible employees health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees