What are the responsibilities and job description for the Investment Trading Associate - Overland Park, KS. position at OneDigital Investment Advisors LLC?
Our Newest Opportunity :
Summary :
Our Investment Trading Associate has a strong foundation in financial markets and a proven ability to
navigate them effectively. This role leverages algorithmic and block trading skills and is a strong advocate
for best execution, ensuring trades are completed in a manner that prioritizes our clients' interests.
Essential Duties and Responsibilities (includes but is not limited to) :
- Execute buy / sell trade orders in client accounts invested in investment models and strategies with underlying investments in Exchange Traded Funds (ETFs), Mutual Funds, US and global stocks
- Execute model rebalancing orders of investment models managed by in-house portfolio managers and sourced form external money managers
- Monitor market information proactively to facilitate in making sound trading decisions and providing investment team relevant news
- Strive toward process improvement and operational efficiency within the entire trade life cycle from order generation, execution, settlement, to custodian
- Coordinate with operations, compliance, client service, and IT department, as required
- Prepare reports and handle projects, as assigned
Qualifications & Experience :
