{"id":1474540,"url":"https://alion.io/job/cerity-partners-trading-associate","title":"Trading Associate","company":{"id":707444,"name":"Cerity Partners","domain":"ceritypartners.com","url":"https://alion.io/company/cerity-partners","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":83,"open_postings":3,"ghost_share":0,"stale_share":0.667,"repost_share":0,"time_to_fill_p50_days":39,"computed_at":"2026-10-09T06:01:00Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Louisville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":48000,"max_usd":91000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1355},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-29T18:17:44Z","employer_posted_date":"2026-09-29","last_verified_at":"2026-10-09T21:03:54Z","board_verified":true,"closed_at":null,"days_open":10,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":10},"description":"Position Summary:\nThe 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.\nPrimary Responsibilities:\nAs a Trading Associate you would provide investment advisory support and work as a team to:\nEnsure client portfolios are within assigned investment policy\n\nCurate and execute trades as directed and according to investment allocations\n\nPerform reconciliation / maintenance of systems and trades\n\nUtilize 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\n\nCommunicate clearly with Advisors on trading related topics and processes\n\nSupport 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.\n\nAct as a back-up for other investment colleagues in ways such as providing research support and due diligence of managers and investment allocations\n\nIdeal Candidate Profile\nBachelor’s degree is required and preference for candidates with further education or work toward appropriate certification\n\n0-3 years’ relevant investment experience; experience investing for high-net-worth clients preferred\n\nGeneral knowledge of investment products, asset location, and portfolio construction for taxable investors\n\nRedBlack and/or Eclipse system trading experience with a proven capability to learn and manage software tools for trading and analysis\n\nProven ability to communicate with colleagues\n\nHigh attention to detail and thoroughness to alleviate trading errors.\n\nExperience processing and performing reconnaissance on large amounts of data a plus\n\nClient first attitude demonstrating patience and poise\n\nAbility to work in a fast-paced environment with shifting deadlines and priorities\n\nAbility to wear multiple hats, to apply skills to different areas of the business, and to adapt to changing conditions and needs\n\nOrganized, self-directed, and ability to multitask\n\nGood written and verbal communication skills\n\nUnafraid to own up to mistakes and ardently work to improve systems to avoid future problems\n\nProficiency in Microsoft Office - expert Excel user preferred; light programming skills a plus\n\nWhy Cerity Partners:\nOur people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:\nHealth, dental, and vision insurance - day 1!\n\n401(k) savings and investment plan options with 4% match\n\nFlexible PTO policy\n\nParental Leave\n\nFinancial assistance for advanced education and professional designations\n\nOpportunity to give back time to local communities\n\nCommuter benefits\n\nCerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.\nCerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  must be authorized to work for any employer in the U.S.","description_format":"text","description_chars":3676,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-29T18:17:44Z"}],"visa":[],"liveness":{"score":88,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.879,"p_room":1,"age_days":9,"expected_fill_days":39,"reasons":["conf:0","velocity","win:early","comp:junior"],"computed_at":"2026-10-09T06:01:00Z"},"pay":null,"html_url":"https://alion.io/job/cerity-partners-trading-associate","json_url":"https://alion.io/job/cerity-partners-trading-associate.json","meta":{"generated_at":"2026-10-10T00:55:56Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":1485,"day_limit":5000,"remaining_today":3515,"minute_limit":60,"resets_at":"2026-10-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707444},"rest":"https://alion.io/mcp/rest/get_company?id=707444"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcerity-partners-trading-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcerity-partners-trading-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcerity-partners-trading-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cerity-partners-trading-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-trading-associate"}]}