Trading and Operations Associate

We’re looking for a proactive, detail-oriented Trading and Operations Associate to join our team. This role is essential to ensuring seamless portfolio management and operational support for our advisors. If you have a passion for precision, are a natural problem-solver, and thrive in a fast-paced environment, we’d love to hear from you. Experience with advisor platforms like Black Diamond is highly preferred, but we’re open to training the right candidate.

Specifics Areas Of Responsibility Include, But Are Not Limited To:

• Portfolio Operations and Trading Support
  • Manage day-to-day trading tasks and rebalancing within our managed portfolio solutions, ensuring efficient and accurate trade execution.
  • Allocate accounts to models, handle advisor requests, and communicate key portfolio information.
• Black Diamond Platform Management
  • Assist advisors with Black Diamond onboarding, establish and maintain data feeds with multiple custodians, ensure data integrity, and support billing.
• Transition Assistance
  • Provide onboarding and repapering support for advisors joining IAA, ensuring a smooth and efficient transition.
• Advisor Engagement and Compliance
  • Serve as a point of contact for advisors, delivering a high level of service, gathering data from various sources to ensure compliance, and supporting interdepartmental needs as they arise.