Job Description

Trader

The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.

Your Impact:

• Trade Execution: Trade equities, ETFs, bonds, and other securities. Rebalance client accounts according to rebalancing protocols.
• Data Analysis and Validation: Review and validate large data sets. Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
• Database Maintenance: Help maintain the integrity and accuracy of the trading database.
• Process Improvement: Drive initiatives to enhance efficiency and optimize workflows. Proactively seek ways to improve the team's processes.
• Versatility: Perform various data projects as needed to support the team's goals.

Who You Are

• Bachelor's degree in finance, business, or a related field.
• Trading experience is strongly preferred.
• Proficiency with Orion's trading platform and/or custodial trading platforms is strongly preferred.
• Technical aptitude for process improvement and data analytics is strongly preferred.
• Self-starter who can efficiently multitask and prioritize a variety of projects.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
• Collaborative mindset with a commitment to contributing to team success.

Your Toolkit

• High proficiency in Microsoft Office is required. Advanced Excel and data analytic capabilities are preferred.
• Top-tier quantitative skills and insatiable intellectual curiosity.
• Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
• Detail oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

• Core Benefits - Medical with HSA and FSA options, dental, and vision.
• Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
• Great Team Culture - Team members consistently rave about having great colleagues.
• Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

Join Us Now!

If you're ready to fast-track your investment career, apply now for Diversify's Trader position!

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