Trade Operations Associate

Network Firms•Boston, MA

3d•$75,000 - $85,000•Hybrid

About The Position

Crestwood Advisors is a fast-growing, independent, fee-only Registered Investment Advisor overseeing more than $8 billion in assets under management. The firm provides high-net-worth clients with comprehensive wealth and investment management solutions. The Trade Operations Associate joins the Boston-based team and supports Portfolio Management, Research, Operations, and Wealth Management while collaborating closely with the Senior Trader. This hybrid position is based in the office three days per week and remotely two days per week. The firm may consider supporting further education and industry designations, and its culture rewards personal growth opportunities from strong performance.

Requirements

At least 1 year of relevant experience in trading, investment operations, or portfolio support.
Strong technological aptitude and ability to work across multiple platforms while ensuring data accuracy and operational integrity.
Ability to thrive in a fast-paced, collaborative, team-oriented environment.
Excellent communication and interpersonal skills.
Detail-oriented and organized, with the ability to manage multiple workflows simultaneously.

Nice To Haves

Experience with electronic trading and portfolio systems such as RedBlack or Eclipse.
Exposure to VBA or other analytical tools.
Progress toward the CFA designation.

Responsibilities

Implement equity execution through the firm’s order management system.
Reconcile the trading system with custodial records daily to ensure accurate settlement.
Maintain and update security models in the order management system.
Ensure trading activity adheres to firm policies, procedures, and regulatory requirements.
Participate in Research and Investment Committee meetings and raise security or trading concerns as investment decisions are considered.
Manage customized options strategies, including options analysis for clients with concentrated positions.
Provide day-to-day trading and investment support to Portfolio Managers.
Identify and suggest portfolio actions, including drift-rebalancing trades, tax-loss-harvesting opportunities, and trades in non-model securities prompted by market movements.
Communicate market conditions, execution updates, and trade information to the Portfolio Management team and the broader firm.
Develop and maintain custom investment reports using data from platforms including Koyfin, Black Diamond, RedBlack, and related systems.