Investment Trading Associate

Job Summary 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, working closely with Investment Trading Specialists, Managers, and cross‑functional partners. Essential Duties and Responsibilities 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. Qualifications, Skills and Requirements 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 to be registered as an IAR of OneDigital Investment Advisors. Education, Training and Experience 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. Compensation and Benefits Base pay is dependent upon 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 individual and company performance. Eligible employees receive health, wellbeing, retirement, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. Reimbursement of job‑related expenses per company policy and possible employee perks and discounts. Equal Opportunity Employment OneDigital is an equal opportunity employer. #J-18808-Ljbffr Digital Insurance LLC