Investment Trading Associate

OneDigital • Overland Park, KS

5d

About The Position

The Investment Trading Associate supports the execution of trades and daily trading operations for client portfolios. This role helps ensure transactions are processed accurately, efficiently, and in alignment with clients’ best interests. The Associate works closely with Investment Trading Specialists and Managers and cross-functional partners to support the full trade lifecycle and maintain effective day-to-day trading activity.

Requirements

• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Ability to adapt quickly to changing business needs and work effectively in a collaborative team setting.
• Proficiency with Microsoft Excel, Orion Eclipse, and leading OMS/EMS platforms (preferred).
• Must be licensed in order to be registered as an IAR of OneDigital Investment Advisors.
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Minimum of 1 year of trading, investment operations, or related experience required.

Nice To Haves

• Experience with algorithmic and block trading a plus.
• Understanding of best execution principles, market structure, regulatory requirements, transaction cost analysis, and settlement processes (preferred).
• Experience with broker-sponsored trading algorithms a plus.
• Python knowledge a plus.
• 2+ years of trading or related experience preferred.

Responsibilities

• Execute buy and sell orders for client accounts across a range of asset classes, including ETFs, mutual funds, and domestic and international equities.
• Execute portfolio and model rebalancing trades for models managed internally and by external money managers.
• Support daily trading operations, including allocation confirmation at custodians for unallocated trades, recurring cash movement activity, and case processing.
• Monitor market activity, news, and relevant developments to support informed trading decisions.
• Collaborate with Operations, Compliance, Client Service, and IT teams to resolve issues and support trading-related processes.
• Prepare reports, complete assigned analyses, and support special projects as needed.

Benefits

• 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: Entry Level