Top 58 Trader Jobs in Berkeley Ca

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Independent Trader – Professional Firm Backing – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Stock & Options Trader – Professional Trading Firm – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Proprietary Trader – Firm Capital Provided – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Crypto Trader – Professional Trading Firm – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Options Trader – Capital Allocation Model – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Trader Development Program – Equities & Options – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Trader – Structured Capital Allocation Role – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Digital Asset Trader – Proprietary Trading Firm – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Digital Currency Trader – Firm-Backed – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Equities Trader – Capital Allocation Program – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Remote FX & Crypto Portfolio Trader – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Equities Trader – Performance-Based Role – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Trader – Professional Capital Program – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Foreign Exchange Trader – Proprietary Firm – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Experienced Trader – Professional Trading Firm – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
- 2 years
Cryptocurrency Trader – Capital Allocation – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Trader – Global Currency Markets – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Capital-Backed Currency Trader – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level
Funded Trader – Equities & Options Program – Hiring in San Francisco, CA
Trading Careers —San Francisco, CA
- Contract
- Remote
- Mid-level

I want to receive the latest job alert for trader in berkeley ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Trader

Steward Partners Global Advisory LLC -
Danville, CA

Quick Apply

Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

Quick Apply

Refine Your Search

trader jobs in berkeley ca

Trader

Independent Trader – Professional Firm Backing – Hiring in San Francisco, CA

Stock & Options Trader – Professional Trading Firm – Hiring in San Francisco, CA

Proprietary Trader – Firm Capital Provided – Hiring in San Francisco, CA

Crypto Trader – Professional Trading Firm – Hiring in San Francisco, CA

Options Trader – Capital Allocation Model – Hiring in San Francisco, CA

Trader Development Program – Equities & Options – Hiring in San Francisco, CA

Trader – Structured Capital Allocation Role – Hiring in San Francisco, CA

Digital Asset Trader – Proprietary Trading Firm – Hiring in San Francisco, CA

Digital Currency Trader – Firm-Backed – Hiring in San Francisco, CA

Equities Trader – Capital Allocation Program – Hiring in San Francisco, CA

Remote FX & Crypto Portfolio Trader – Hiring in San Francisco, CA

Equities Trader – Performance-Based Role – Hiring in San Francisco, CA

Trader – Professional Capital Program – Hiring in San Francisco, CA

Foreign Exchange Trader – Proprietary Firm – Hiring in San Francisco, CA

Experienced Trader – Professional Trading Firm – Hiring in San Francisco, CA

Cryptocurrency Trader – Capital Allocation – Hiring in San Francisco, CA

Trader – Global Currency Markets – Hiring in San Francisco, CA

Capital-Backed Currency Trader – Hiring in San Francisco, CA

Funded Trader – Equities & Options Program – Hiring in San Francisco, CA

I want to receive the latest job alert for trader in berkeley ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected