Investment Trading Associate - Overland Park, KS.

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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 from 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:

• Undergraduate degree in finance or related field
• Series 65
• Preferred: Minimum 2 years trading or related experience in utilizing algorithmic and block trading with a clear understanding best execution standards and practices
• Preferred: Understanding of market structure and regulatory environment, transaction cost analysis, commission budgeting, and settlement process
• Preferred: Strong proficiency using Orion Eclipse trading platform, Microsoft Excel, broker-sponsored trading algorithms, and leading OMS/EMS providers
• Ability to work well in a fast-paced team environment, managing multiple tasks and prioritizing based on business needs; ability to function well in ambiguity and shift priorities quickly.
  
  

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 Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!