Associate Trader

A Seattle-based investment and advisory firm serving both institutional and high-net-worth clients is on the lookout for an Associate Trader/Trade Operations professional. Think of this role as your backstage pass to the fast-paced world of finance—perfect for someone who’s excited to learn and grow right from the jump.

You’ll be part of the Investment Team, who drive the firm’s strategies in asset allocation, portfolio construction, manager selection, and due diligence. As a key member of this small but powerful group, you’ll get real-time exposure to senior investment pros, leadership, and advisors. If you’re motivated to roll up your sleeves and make an immediate impact, keep reading!

Compensation: $75,000-90,000/yr

Availability: Monday-Friday, regular business hours

Please note that application screening and initial interviews are scheduled to begin in early May.

RESPONSIBILITES

• Learn, understand, and execute how to perform rebalancing, trading, and other portfolio management tasks, consistent with our investment models and our investment philosophy.
• Develop expertise in our trading system, Tamarac, working in tandem with Advisors and the Investment Team to maintain portfolio exposures.
• Serve as a resource to Advisors for anything trading-related.
• Work with other functional areas (e.g., Client Services, Advisors, Technology) supporting client retention and growth.
• Support portfolio management-related projects with Advisors, COO and broader Investment Team members.
• Manage basic to complex client investment portfolios. Monitor and review portfolios to identify accounts that require trading action, consistent with client’s Investment Policy and the Firm’s investment strategies.
• Review orders to ensure accuracy.
• Leverage firm technology and resources to efficiently perform job responsibilities and develop process efficiencies.
• Maintain account and system settings within trading and reporting software systems.
• Provide support, and analysis as requested by Wealth Advisors and the firm’s investment and compliance teams.

QUALIFICATIONS

• Bachelor’s degree from an accredited university required, preferably in Finance or Economics.
• 3 years of relevant work experience.
• Exceptional analytical skills with advanced knowledge of Microsoft Excel.
• Experience with trading operations and protocols, preferably within the asset management industry or at an institutional custodian (i.e. Charles Schwab and Fidelity).
• Demonstrated knowledge of portfolio construction and tax-efficient portfolio management strategies (i.e. asset location, tax-loss harvesting, etc.).
• Ability to be organized, detail oriented, and self-motivated, while balancing multiple priorities in a fast-paced environment.
• High quality standards and desire for continued improvement and quality assurance.
• Passion for problem solving, both individually and as part of a team.
• Strong written, verbal, and interpersonal skills.

CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

If you need assistance or an accommodation due to a disability, you may contact us at hr@campuspoint.com or 1 206-783-9200 (ask to speak with an HR representative). The process is outlined in CampusPoint’s ADA Policy .