Trading Associate
Cerity Partners
Louisville, KY0–3 yrs16m agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 3 years · Bachelor's degree
- Must know
- AccountingTaxData visualization
- Nice to have
- ExcelMicrosoft Office
- Work
- On-site in Louisville
- Pay
- Not stated by the employer.
- Skill demand
- Excel52%Accounting37%Tax7%Data visualization2%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 10, 2026 · still open
Sign in free to see which of these skills your resume already shows.
About the Role
The Trading Associate will provide trading, rebalancing, and investment management services to the Wealth Management Services team. This position will work closely with a trading team.
Key Responsibilities
- Ensure client portfolios are within assigned investment policy
- Curate and execute trades as directed and according to investment allocations
- Perform reconciliation / maintenance of systems and trades
- Utilize an existing software platform to perform ongoing analysis and rebalancing of household accounts as well as individual taxable, tax-deferred, and non-taxable client portfolios
- Communicate clearly with Advisors on trading related topics and processes
- Support the Investment Committee and Investment Office in the provision of investment advice to clients’ performance reporting, data collection and analysis, data visualization, and special projects
- Act as a back-up for other investment colleagues in ways such as providing research support and due diligence of managers and investment allocations
Requirements & Tech Stack
- RedBlack and/or Eclipse system trading experience
- Proven capability to learn and manage software tools for trading and analysis
- Proficiency in Microsoft Office - expert Excel user preferred
- Light programming skills a plus
Qualifications
- Bachelor’s degree is required
- 0-3 years’ relevant investment experience
- Experience investing for high-net-worth clients preferred
- General knowledge of investment products, asset location, and portfolio construction for taxable investors
- Proven ability to communicate with colleagues
- High attention to detail and thoroughness to alleviate trading errors
- Experience processing and performing reconnaissance on large amounts of data a plus
- Client first attitude demonstrating patience and poise
- Ability to work in a fast-paced environment with shifting deadlines and priorities
- Ability to wear multiple hats, to apply skills to different areas of the business, and to adapt to changing conditions and needs
- Organized, self-directed, and ability to multitask
- Good written and verbal communication skills
- Unafraid to own up to mistakes and ardently work to improve systems to avoid future problems
- Further education or work toward appropriate certification is preferred