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Investment Ops & Trading Associate — Modern Wealth Platform
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-30
Listing for:
Savvy Wealth
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Financial Consultant, Investment Banking
Job Description & How to Apply Below
A leading wealth management firm in New York is seeking an Investment Operations & Trading Associate to enhance their trading infrastructure. The candidate will be responsible for daily trading and portfolio management tasks, while collaborating closely with advisors to ensure operational excellence. The ideal applicant has at least 2 years of relevant experience and knowledge of trading software. This role also offers competitive salary, unlimited PTO, and comprehensive benefits including health plans and a 401(k).
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Position Requirements
10+ Years
work experience
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