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Trading Associate

Employer
Zuckerman Investment Group
Location
Chicago, Illinois
Salary
Competitive
Closing date
Mar 28, 2021

View more

Job Function
Trading, Wealth Management
Industry Sector
Private Wealth Management Firm
Employment Type
Full Time
Education
Bachelors

Job Details

Company

Zuckerman Investment Group is an independent investment management firm located in downtown Chicago that provides individuals and families with a complete offering of financial counseling and investment management services.

Job Description

Zuckerman Investment Group is looking for a highly motivated individual to execute the equity and fixed income trading and related back-office functions. This position is a unique opportunity to participate in the expansion of an established firm. It will offer a rewarding career path and insight into the Investment and Portfolio Management departments.

This position will begin remotely, as our firm is currently an entirely remote workforce due to precautions related to COVID-19.

Responsibilities

  • Create and execute all equity and fixed income trades
  • Send daily trade allocations to brokers and custodians
  • Build and maintain relationships with brokers and desk analysts
  • Proactively assess OMS workflows and new features
  • Complete administration to onboard new brokers & setup new securities
  • Provide trading data reports to portfolio management, investment, compliance and relationship management departments

Qualifications

  • Bachelor’s Degree
  • Minimum GPA: 3.5
  • Professional experience trading equity and fixed income securities preferred but not required
  • Experience using SS&C Advent’s Moxy or similar OMS preferred but not required
  • Advanced Microsoft Office Skills
  • Excellent organizational and analytical skills

 

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

Zuckerman Investment Group is an independent investment management firm located in downtown Chicago that provides individuals and families with a complete offering of financial counseling and investment management services.

The firm was founded in 2005 by Sherwin Zuckerman and Daniel Zuckerman, following Sherwin’s distinguished, 30-year career as an early partner at Harris Associates L.P. Sherwin and Daniel created and built the firm to ensure that families can continue to benefit, across multiple generations and for many decades to come, from our firm’s time-tested and proven approach to family wealth management.

Today, Zuckerman Investment Group provides trusted financial counsel to more than 100 families, managing more than $950 million on their behalf.

 

Company info
Website
Telephone
3129488000
Location
155 North Wacker Drive
SUITE 1700
Chicago
IL
60606
US

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