Execute trades for fixed income and equity portfolios, including: • Build orders for individual accounts and block trading • Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting • Maintain and update portfolios and portfolio models within our portfolio accounting system • Implement and manage client trading restrictions • Facilitate communication of trade order allocation details between custodians and executing brokers • Research and resolve discrepancies to ensure timely trade settlement • Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules • Drive initiatives to enhance efficiency and optimize workflows proactively seek ways to improve the teams processes • Perform any other duties and special projects as necessary Adhere to all the firms Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors: • Curiosity • Avoidance of becoming defensive and remaining open to learning • Accountability • Taking 100% responsibility, no more, no less, for results • Candor • Engaging in courageous truth-telling to increase power and speed in decision-making • Awareness • Tapping every emotional and intuitive resource for decision-making • Passion • Discovering and allowing people to do what they do best • Appreciation • Expressing gratitude and fostering a culture of sincere cooperation. • Bachelors degree in finance, business, or a related field • 2 years of experience in equity and/or fixed income trading within an RIA broker-dealer trust company or other financial services firm • Ability to work independently, think through complex problems, and provide thoughtful solutions-oriented responses • High proficiency in Microsoft Office is required, with advanced Excel capabilities preferred • Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively • Detail-oriented with an ownership mentality towards the quality of your work • Collaborative mindset with a commitment to contributing to team success.