Trader/ Investment Operations Associate

Merit Financial Advisors • Alpharetta, GA

19h • Onsite

About The Position

Merit is a financial services firm that provides objective financial advice and tailored solutions to help individuals achieve financial goals as they transition into and experience retirement. Headquartered in Alpharetta, Georgia, the firm has 39 locations and 250 employees.

The Trader/ Investment Operations Associate supports the firm’s investment management process through trading, investment performance attribution, model management, and research. The role assists advisors, financial planners, and the client service team with investment operations and analysis to strengthen the value offered to clients. The position is based at the Alpharetta headquarters and requires working in the EST or CDT time zone.

Requirements

• Minimum of 3 to 5 years of industry experience.
• Bachelor’s degree in Finance, Accounting, or Business from an accredited university.
• Series 7 and Series 63 or 66 licenses.
• Excellent interpersonal skills.
• Willingness to take on multiple responsibilities in a fast-paced, high-growth company.
• Ability to work effectively independently and as part of a team.
• Excellent written, presentation, and communication skills.
• Detail-oriented.
• Highly observant and analytical.
• Strong problem-solving skills.
• Excellent organizational and follow-through skills.
• Ability to work in the EST or CDT time zone.

Responsibilities

• Manage daily trading functions, including trading mutual funds, exchange-traded funds, equities, and individual bonds for client accounts in accordance with firm trade policies and client investment policies.
• Rebalance Merit and advisor-guided models using the Orion Eclipse system.
• Learn the Orion Eclipse rebalancing and trading system and the trading policies and procedures of the firm’s multiple custodians.
• Support individual advisors in submitting trade cases through Salesforce and working with the trading team.
• Provide general investment and operational support to financial advisors, financial planners, and the client service team.
• Conduct education sessions with advisors about trading procedures.
• Audit client transactions, fees, cash balances, and securities for compliance with firm policies.
• Work with the trading team to improve processes and efficiency.
• Stay current on financial markets and world events that may pose risks to client accounts.
• Manage and explain Merit Investment Program offerings and models.
• Adapt to responsibilities that may vary, grow, and change.

Benefits

• Medical insurance
• Dental and vision insurance
• Life and 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)
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level