Trading Associate​/Senior Trading Associate

Checchi Capital Advisers, LLC is a rapidly growing wealth management firm with an innovative platform providing tax-efficient, transparent and globally diversified investments for select clients who share our values and objectives. CCA currently manages over $2.6B in AUM.

By fostering an inclusive environment and promoting professional development, we built a close-knit team that speaks many languages and values collaboration and integrity. We are deeply committed to delivering superb client experience and consistent performance.

We are seeking a Trading Associate/Senior Trading Associate to join our trading team. This is an individual contributor role responsible for day-to-day trade execution, portfolio rebalancing, and trade implementation across separately managed client accounts, as well as maintaining performance data and supporting quarterly client reporting.

In addition, as a Trading Associate/Senior Trading Associate you will:

• Own key back-office and trading workflows, serving as a subject matter expert for data integrity, reconciliation, and issue resolution
• Monitor custodial, account, and portfolio data; maintain CRM records; and conduct periodic data audits
• Build, maintain and enhance advanced Excel models, supporting data analysis and decision making
• Assist in back-office responsibilities ranging from forms submissions, voting on corporate actions, data compilation and data reconciliation
• Develop an understanding of insurance products and services, and fixed income products and metrics
• Liaise between client, insurance service provider, and Engineering team
• Contribute to process improvements and efficiency initiatives across the trading team

This role is ideal for a trading professional who can work independently, exercise sound judgment, and take ownership of complex workflows in a fast-paced environment, who also has a genuine interest in the world of wealth management, investments and financial markets.

• 3-5+ years of experience trading in an investment advisory, asset management or financial services company
• Experience across the full trade lifecycle, from trade preparation to execution and settlement
• Working knowledge of options trading, including pricing, hedging, and risk analysis
• Advanced Excel and quantitative skills
• Exceptional attention to detail with the ability to manage multiple priorities independently
• Nice to have, but not required:

• Insurance industry knowledge
• Programming or scripting experience (VBA, Python, SQL)

At CCA, we carefully consider a wide range of factors when determining compensation. In accordance with CA law, we expect the base salary for this position to be in the range of $90,000 to $120,000, plus an annual team performance bonus. Actual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors.

• Competitive salary and bonus structure
• Full medical, dental and vision coverage
• 401k with company match
• Opportunity to work for an established financial services company in a fast-growing, collaborative environment
• Mentorship opportunities and ability to work directly with firm founders and leaders