Trading Associate
Cerity Partners · Louisville, KY
$52k/yr (est.)Posted 7h agoAccounting & Finance
Position summary
Position Summary: 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 located in Louisville KY. Primary Responsibilities: As a Trading Associate you would provide investment advisory support and work as a team to: Ensure client portfolios are within assigned investment policy Curate and execute trades as directed and according to investment allocations Perform reco…
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