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Trading Associate
2 weeks ago
**Trading Associate**
**Location**: This position will be based in our Toronto office.
**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With approximately $20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.
- _Investment Executive 2021 Brokerage Report Card_
**The Team**:
Rosedale Family Office is a multi-family office that has been serving families across Canada and the United States for the past 20 years. We help our clients achieve their goals through; Investment management, Tax and Estate Planning, Business and Succession Planning, Charitable Giving and a host of other services that are customized to your family’s needs.
Your financial future relies on a strong team around you who anticipate your needs and responds to your every concern. Just as you take a long-term approach to your wealth, we have built a multi-generational team to ensure our client relationships are for life.
**The opportunity**:
Wellington-Altus is currently recruiting for a Trading Associate to join the Rosedale Family Office Team in our Toronto (Rosedale) office. Reporting to the Senior Investment Advisor, Portfolio Manager, the Trading Associate will act as a resource person for the team’s Portfolio Managers with trading, portfolio management, and research tasks and transaction processing related to managing client accounts and the team’s proprietary investment models.
**Key responsibilities include**:
- Being responsible for daily monitoring of capital movements and transactions for all client portfolios.
- Determining optimal tactical asset allocation across accounts for all households.
- Organizing and building trade lists.
- Executing fixed income and equity trades on large volumes of high value trades.
- Collaborating with the investment management committee at weekly meetings.
- Monitoring market prices and macro conditions.
- Researching industry related information from a variety of sources as requested by Portfolio Managers.
- Keeping abreast of policy and procedure changes within the firm and industry.
- Being committed to rigorous follow up in relation to all client transactions, to ensure proper processing and minimization of errors.
- Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
- Performing other duties as assigned.
- A bachelor’s in business administration, accounting, finance, or similar field of study.
- 5+ years of finance industry experience with at least two years of trading equity, fixed income, FX, and/or derivatives.
- A High level of proficiency in Microsoft Office tool; specifically, Excel.
- Experience with Bloomberg, Thomson One, Bulk Trading software.
- An ability to maintain composure and communicate effectively in high-stress situations.
- A commitment to getting IR or RR licensed along with ongoing Continuing Education requirements.
- A demonstrated ability to independently prioritize and accomplish tasks with mínimal supervision.
- An excellent attitude and commitment to providing extraordinary service.
- A proven ability to independently identify problems and make suggestions for improvement.
- An ability to adapt quickly to changing needs and work requirements; stay up to date on all processes and procedures.
- Strong organizational and prioritization skills.
- Excellent attention to detail.
- A reliable, consistent work ethic.
**Conditions of employment**:
- Must be legally eligible to work in Canada.
- Current and maintained registration as an IR or RR, including completion of all courses and experience requirements, with IIROC with the ongoing requirement to fulfill Continuing Education requirements.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
**To apply**:
**Experience**: Preferred
- 5 year(s): Finance industry experience.
**Education**: Preferred
- Bachelor's degree or better in Finance or related field
- Bachelor's degree or better in Accounting or related field
- Bachelor's degree or better in Business Administration or related field
**Licenses & Certifications**: Preferred
- CFA
**Behaviors**: Preferred
- Team Player: Works well as a member of a group
- Loyal: Shows firm and constant support to a cause
- Innovative: Consistently introduces new ideas and demonstrates original thinking
- Enthusiastic: Shows intense and eager enjoyment and interest
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Dedicated: Devoted to a task or purpose with loyalty or integrity
**Motivations**: Preferred
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