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Modera Wealth Management Logo
Modera Wealth Management

Trading Associate

23 Days AgoSaved
In-Office
Westwood, MA, USA
Entry level
Entry level
Financial Services
The Trading Associate will manage trading processes, support client and advisor requests, and assist with portfolio management software. Ideal candidates are detail-oriented, organized, and possess strong analytical skills.
Top Skills: MS OfficeTamarac Rebalancing And Portfolio Management Platforms
Modera Wealth Management Logo
Modera Wealth Management

Trading Associate

23 Days AgoSaved
In-Office
Boston, MA, USA
Entry level
Entry level
Financial Services
The Trading Associate will manage daily trading and rebalancing, ensure proper client request execution, and maintain portfolio management systems.
Top Skills: ExcelMS OfficeTamarac
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