Associate Trader
Avidian Wealth Solutions, Houston, TX, United States
Role Purpose
The Associate Trader is responsible for executing and optimizing trading operations across client portfolios while building scalable, technology-enabled processes that enhance accuracy, efficiency, and advisor experience.
Success in this role is defined not only by accurate trade execution, but by the ability to drive operational efficiency, improve advisor workflows, and contribute to a high-performing investment infrastructure.
What Success Looks Like (12-Month Outcomes)
Trading Execution & Accuracy
Execute trades across all security types with high accuracy and minimal need for corrections
Achieve best execution standards through effective use of block trading and order types
Maintain same-day trade completion for standard requests and defined SLAs for complex trades
Ensure full compliance with trading policies and audit requirements
Serve as a reliable trading partner to advisors and investment managers
Reduce advisor follow-up inquiries related to trading through proactive and clear communication
Deliver consistent, timely updates on trade status and execution outcomes
Process Improvement & Automation
Identify and implement at least 3 workflow improvements or automations annually
Leverage AI and technology tools to:
Reduce manual processing time
Improve trade accuracy and oversight
Contribute to building a scalable trading infrastructure that supports firm growth
Data Integrity & Model Management
Maintain accurate account models, restrictions, and allocations with high data integrity and minimal discrepancies
Improve data organization and accessibility to enhance trading efficiency
Core Responsibilities
Trading Operations
Execute, monitor, and reconcile trades across all asset classes using firm trading platforms
Implement block trading strategies and specialized order types to optimize execution
Coordinate with advisors and portfolio managers to ensure alignment on trade intent and timing
Maintain compliance with all internal policies and regulatory requirements
Collaborate with advisors to implement and maintain portfolio models, restrictions, and allocations
Support account setup and trading-related configurations
Provide clear, timely communication on trade execution and issues
Data & Analytics
Manipulate and organize trading and portfolio data to improve workflows
Identify inefficiencies and recommend data-driven improvements
Ensure high-quality data inputs across systems impacting trading
Leverage Excel, trading platforms, and emerging AI tools to enhance efficiency
Assist in developing automation solutions for repetitive trading and operational tasks
Support ongoing enhancements to trading systems and integrations
Requirements
Series 65, or Series 7 & 66
Bachelor’s degree in finance, economics, or analytical field
Strong quantitative and analytical skills
Advanced proficiency in Excel
Preferred Qualifications
Experience with Orion, Eclipse, Fidelity, Schwab, and Envestnet platforms
Familiarity with databases, coding, or workflow automation
Exposure to private equity and alternative investments
CFA designation or progress toward completion
Strong organizational, communication, and problem-solving skills
Intellectual curiosity and a continuous improvement mindset
What Makes This Role Attractive
Hands-on exposure to public and private market investment strategies
Opportunity to work alongside a collaborative, high-performing investment team
In-person experience in a premier office environment in City Centre, Houston
Direct involvement in technology, automation, and AI-driven innovation
Clear path to skill development and career progression
Avidian Core Value Alignment
This role is expected to consistently demonstrate:
Accountability
through precision and ownership of outcomes
Transparency
in communication and trade reporting
Collaboration
with advisors and internal teams
Gratitude
in daily interactions and team contributions
Impact
through continuous improvement and scalable solutions
#J-18808-Ljbffr
The Associate Trader is responsible for executing and optimizing trading operations across client portfolios while building scalable, technology-enabled processes that enhance accuracy, efficiency, and advisor experience.
Success in this role is defined not only by accurate trade execution, but by the ability to drive operational efficiency, improve advisor workflows, and contribute to a high-performing investment infrastructure.
What Success Looks Like (12-Month Outcomes)
Trading Execution & Accuracy
Execute trades across all security types with high accuracy and minimal need for corrections
Achieve best execution standards through effective use of block trading and order types
Maintain same-day trade completion for standard requests and defined SLAs for complex trades
Ensure full compliance with trading policies and audit requirements
Serve as a reliable trading partner to advisors and investment managers
Reduce advisor follow-up inquiries related to trading through proactive and clear communication
Deliver consistent, timely updates on trade status and execution outcomes
Process Improvement & Automation
Identify and implement at least 3 workflow improvements or automations annually
Leverage AI and technology tools to:
Reduce manual processing time
Improve trade accuracy and oversight
Contribute to building a scalable trading infrastructure that supports firm growth
Data Integrity & Model Management
Maintain accurate account models, restrictions, and allocations with high data integrity and minimal discrepancies
Improve data organization and accessibility to enhance trading efficiency
Core Responsibilities
Trading Operations
Execute, monitor, and reconcile trades across all asset classes using firm trading platforms
Implement block trading strategies and specialized order types to optimize execution
Coordinate with advisors and portfolio managers to ensure alignment on trade intent and timing
Maintain compliance with all internal policies and regulatory requirements
Collaborate with advisors to implement and maintain portfolio models, restrictions, and allocations
Support account setup and trading-related configurations
Provide clear, timely communication on trade execution and issues
Data & Analytics
Manipulate and organize trading and portfolio data to improve workflows
Identify inefficiencies and recommend data-driven improvements
Ensure high-quality data inputs across systems impacting trading
Leverage Excel, trading platforms, and emerging AI tools to enhance efficiency
Assist in developing automation solutions for repetitive trading and operational tasks
Support ongoing enhancements to trading systems and integrations
Requirements
Series 65, or Series 7 & 66
Bachelor’s degree in finance, economics, or analytical field
Strong quantitative and analytical skills
Advanced proficiency in Excel
Preferred Qualifications
Experience with Orion, Eclipse, Fidelity, Schwab, and Envestnet platforms
Familiarity with databases, coding, or workflow automation
Exposure to private equity and alternative investments
CFA designation or progress toward completion
Strong organizational, communication, and problem-solving skills
Intellectual curiosity and a continuous improvement mindset
What Makes This Role Attractive
Hands-on exposure to public and private market investment strategies
Opportunity to work alongside a collaborative, high-performing investment team
In-person experience in a premier office environment in City Centre, Houston
Direct involvement in technology, automation, and AI-driven innovation
Clear path to skill development and career progression
Avidian Core Value Alignment
This role is expected to consistently demonstrate:
Accountability
through precision and ownership of outcomes
Transparency
in communication and trade reporting
Collaboration
with advisors and internal teams
Gratitude
in daily interactions and team contributions
Impact
through continuous improvement and scalable solutions
#J-18808-Ljbffr