Trading Associate

Crestwood Advisors is a fast-growing, independent, fee-only Registered Investment Advisor overseeing $8+ billion in assets under management. With offices in Boston, Fairfield County (CT), and Providence (RI), Crestwood provides high-net-worth clients with comprehensive wealth and investment management solutions.

We are seeking to add a Trading Associate to join our Boston based team. The Trader role sits at the center of the investment process, supporting Portfolio Management, Research, Operations and Wealth Management teams while collaborating closely with our Senior Trader. The ideal candidate is motivated and intellectually curious with a passion for investment markets and 2+ years of trading or investment operations experience.

• Implement equity execution through the firm’s order management system.
• Perform daily reconciliation between trading system and custodial records to ensure accurate settlement.
• Maintain and update security models in the order management system.
• Ensure all trading activity adheres to firm policies, procedures, and regulatory requirements.
• Actively participate in Research and Investment Committee meetings and highlight any security or trading concerns as investment decisions are considered.
• Manage customized options strategies, including options analysis for clients with concentrated positions.

• Provide day-to-day trading and investment support to Portfolio Managers.
• Proactively identify and suggest portfolio actions including drift rebalancing trades, tax loss harvesting opportunities, trades in non-model securities driven by market movements.
• Communicate market conditions, execution updates, and trade information to Portfolio Management team and broader firm.
• Develop and maintain custom investment reports that leverage data from platforms including:
  Koyfin, Black Diamond, Red Black and related systems.

• 2+ years’ relevant experience in trading, investment operations or portfolio support.
• Strong technological aptitude with the ability to work across multiple platforms to ensure data accuracy and operational integrity.
• Experience with electronic trading and portfolio systems (e.g., Red Black, Eclipse) strongly preferred.
• Exposure to VBA or other analytical tools is a plus.
• Ability to thrive in a fast-paced, collaborative, team-oriented environment.
• Excellent communication and interpersonal skills.
  
  Detail-oriented, organized, and capable of managing multiple workflows simultaneously.
• Progress toward the CFA designation is a plus.

Crestwood offers a competitive compensation package including a salary, bonus opportunity and a full suite of benefits. The firm will also consider support for further education and/or industry designations. Our culture rewards personal growth opportunities from strong performance.

We place a high value on diversity, equity, and inclusion. All qualified applicants, regardless of gender identity, race, disability, and sexual orientation, will be equally considered both in hiring and with conditions of employment  are committed to continued learning and development of our Diversity, Equity, Inclusion, and Belonging practices to create and sustain a long lasting culture of openness, opportunity and empowerment.