Investment Trading Associate

About the role

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. Essential Duties and Responsibilities (includes but is not limited to): 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. Qualifications, Skills and 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). 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. Must be licensed in order to be registered as an IAR of OneDigital Investment Advisors. Education, Training and Experience: Bachelor's degree in Finance, Economics, Business, or a related field. Minimum of 1 year of trading, investment operations, or related experience required. 2+ years of trading or related experience preferred. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here . Pursuant to local Fai

Benefits

Additional Information

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity:

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