Investment Trading Associate

Eligibility

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

The Investment Trading Associate supports the execution of trades and daily trading operations for client portfolios. This role helps ensure transactions are processed accurately, efficiently, and in alignment with clients’ best interests. The Associate works closely with Investment Trading Specialists and Managers and cross‑functional partners to support the full trade lifecycle and maintain effective day‑to‑day trading activity.

• Execute buy and sell orders for client accounts across a range of asset classes, including ETFs, mutual funds, and domestic and international equities.
• Execute portfolio and model rebalancing trades for models managed internally and by external money managers.
• Support daily trading operations, including allocation confirmation at custodians for unallocated trades, recurring cash movement activity, and case processing.
• Monitor market activity, news, and relevant developments to support informed trading decisions.
• Collaborate with Operations, Compliance, Client Service, and IT teams to resolve issues and support trading‑related processes.
• Prepare reports, complete assigned analyses, and support special projects as needed.

• Strong organizational skills with the ability to manage multiple priorities in a fast‑paced environment.
• Ability to adapt quickly to changing business needs and work effectively in a collaborative team setting.
• Proficiency with Microsoft Excel, Orion Eclipse, and leading OMS/EMS platforms (preferred).
• Experience with algorithmic and block trading a plus.
• Understanding of best execution principles, market structure, regulatory requirements, transaction cost analysis, and settlement processes (preferred).
• Experience with broker‑sponsored trading algorithms a plus.
• Python knowledge a plus.
• Must be licensed in order to be registered as an IAR of One Digital Investment Advisors.

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Minimum of 1 year of trading, investment operations, or related experience required.
• 2+ years of trading or related experience preferred.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts.

One Digital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

One Digital provides equal employment opportunities to all employees and applicants for employment regardless of their veteran status, uniformed service member status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information, or any other category protected by federal, state or local law.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.