TRADER

Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.

Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.

As a Trader, you will carry out complex activities with significant financial, client, and/or internal business impact.  This includes executing all security trades within area guidelines and ensuring each trade is handled equitably and settled properly.  Trades will be conducted with sufficient speed and accuracy to successfully process the order flow.  In addition, you will monitor securities prices and communicate them to portfolio managers as needed.

Responsibilities:

  • As a trader, you will Execute Trades fairly and equitably with minimal market impact (e.g. prompt execution without bias toward originating source). In addition, you will ensure trades are settled properly and will apprise the Portfolio Managers and other appropriate parties of relevant information affecting securities prices (e.g. trading volume, etc.).
  • Your responsibilities will include Recording Trades Executed and, when appropriate or necessary, report execution to Portfolio Managers. You will ensure appropriate enabling documentation is in the file and that appropriate procedures and conventions (i.e. levels of collateral, etc.) are followed.
  • Successful trading involves Maintaining Daily Broker Contact to conduct trading and maintain records of broker commission dollars.
  • You will support the Investment Operations Team Lead ensuring Operational Efficiency, focusing on the day-to-day operation of the department.
  • As a representative of Bridges Trust, you will Model the Values of trust, service, excellence, and integrity in all that you do.

Qualifications:

  • Bachelor’s Degree in Business or equivalent work experience
  • Series 57 license will be required within three months of employment
  • Knowledge of investments including terminology, instruments, general industry practices, market structures, execution techniques, regulatory environment, and relevant securities laws
  • Knowledge of the context in which trading activity occurs (i.e. favorable and unfavorable effects of various transactions on stock price, etc.) to execute trades with minimal market impact
  • Decisive, results driven, detail oriented, and motivated self-starter with ability to thrive in a fast-paced environment and respond to market events
  • Analytical with independent problem-solving skills and demonstrated good judgement

In joining our team, you will work with talented, high-achieving people who come together to serve and support our clients and each other.  We offer highly competitive pay and benefits with professional development and growth opportunities.

EEO statement

Bridges Trust is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

 

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