Trader

Diversify • Sandy, UT

2d • Onsite

About The Position

The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.

Requirements

• Bachelor’s degree in finance, business, or a related field.
• High proficiency in Microsoft Office is required.
• Top-tier quantitative skills and insatiable intellectual curiosity.
• Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
• Detail oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
• Collaborative mindset with a commitment to contributing to team success.

Nice To Haves

• Trading experience is strongly preferred.
• Proficiency with Orion’s trading platform and/or custodial trading platforms is strongly preferred.
• Technical aptitude for process improvement and data analytics is strongly preferred.
• Advanced Excel and data analytic capabilities are preferred.
• Self-starter who can efficiently multitask and prioritize a variety of projects.

Responsibilities

• Trade Execution : Trade equities, ETFs, bonds, and other securities.
• Rebalance client accounts according to rebalancing protocols.
• Data Analysis and Validation : Review and validate large data sets.
• Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
• Database Maintenance : Help maintain the integrity and accuracy of the trading database.
• Process Improvement : Drive initiatives to enhance efficiency and optimize workflows.
• Proactively seek ways to improve the team’s processes.
• Versatility : Perform various data projects as needed to support the team's goals.

Benefits

• Core Benefits - Medical with HSA and FSA options, dental, and vision.
• Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
• Great Team Culture - Team members consistently rave about having great colleagues.
• Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

What This Job Offers

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