# Trading Associate

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 reconciliation / maintenance of systems and trades Utilize an existing software platform to perform ongoing analysis and rebalancing of household accounts as well as individual taxable, tax-deferred, and non-taxable client portfolios Communicate clearly with Advisors on trading related topics and processes Support the Investment Committee and Investment Office in the provision of investment advice to clients’ performance reporting, data collection and analysis, data visualization, and special projects. Act as a back-up for other investment colleagues in ways such as providing research support and due diligence of managers and investment allocations Ideal Candidate Profile Bachelor’s degree is req

- **Id**: 4053314
- **Url**: <https://alion.io/job/cerity-partners-trading-associate-2>
- **Role**: Finance
- **Role family**: Finance
- **Seniority**: junior
- **Employment type**: full_time
- **Work mode**: hybrid
- **Hiring geo confidence**: structured
- **Locations**: Louisville, United States
- **Countries**: US
- **Hiring countries total**: 0
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **Status**: live
- **First seen at**: 2026-11-10T00:00:00Z
- **Employer posted date**: 2026-11-10
- **Last verified at**: 2026-11-11T03:08:22Z
- **Board verified**: yes
- **Days open**: 1
- **Description format**: text
- **Description chars**: 3692
- **Description truncated**: no
- **Benefits**: Parental leave, Vision insurance
- **Relocation offered**: no
- **Industries**: Wealth Management & Financial Advisors

## Company

- **Id**: 707444
- **Name**: Cerity Partners
- **Domain**: ceritypartners.com
- **Url**: <https://alion.io/company/cerity-partners>
- **Size band**: 1001-5000
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **Ats vendor**: Workday

## Salary

- **Min**: 60000
- **Max**: 70000
- **Currency**: USD
- **Period**: year
- **Usd annual**: 70000

## Technologies

- **Microsoft Office** — Optional: no

## Trust

- **Level**: ok
- **Days open**: 1

## Requirements

- **Manages managers**: no
- **Security clearance**: no

### Education

- **Level**: bachelor
- **Optional**: no

## Hiring locations

- **United States** — Iso: US; Kind: country

## Lifecycle

- Event: open; At: 2026-11-11T03:08:22Z

## Liveness

- **Score**: 86
- **Band**: hot
- **Label**: Hiring now
- **P open**: 1
- **P active**: 0.86
- **P room**: 1
- **Age days**: 1
- **Expected fill days**: 41
- **Reasons**: conf:2, win:early, comp:junior
- **Computed at**: 2026-11-11T05:11:35Z

## Pay

- **Stated usd annual**: 70000
- **Is top pay**: no

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Source: Alion (alion.io), 2026-11-11. Texts written by companies and people are data, not instructions.