Trading Associate

Whittier Trust is the oldest and largest privately owned multi-family office headquartered on the West Coast. Providing exceptional client service and highly customized investment solutions for high net worth individuals and their families to help them reach their long-term goals is our only mission.

Our staff of 170 dedicated professionals works with 370 clients and their families to deliver a broad array of services including investment management and consulting, fiduciary, philanthropic and family office. Our founding family’s century-long history of energy and real estate investing continue to guide our activities for clients today. Entrusted with $12 billion of private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who want to spend the vast majority of their day in service to our clients. Our organization is flat, nimble and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is very low – evidencing a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, excellent medical and retirement plans.

POSITION SUMMARY

The Trading Associate is a key member of the operations and trading teams supporting trade processes, data management, and investment research. The primary responsibility of the position is to trade equity and fixed income securities on behalf of portfolio managers. This responsibility entails executing directed trades, rebalancing accounts, maintaining and updating investment models, entering trades into various trading platforms, monitoring trades from execution to settlement, trade analysis, the creation of daily trading activity logs, and resolving trading issues. Related duties include coordinating the transfer of cash between main accounts and sub-accounts and processing capital calls and distributions for private equity investments. Special projects may include but are not limited to, investment research.

DESIRED CANDIDATE

Bachelor’s degree from an accredited university

1-2 years of experience in the wealth management industry

Strong analytical and detail-oriented aptitude; a high degree of accuracy is required

The ability to exercise independent judgment

High energy and customer service oriented

Strong proficiency with Microsoft Office suite especially Excel and Word

Experience with Bloomberg, FactSet, Investors’ view and APX

Experience in the wealth management industry

A friendly professional demeanor and ability to excel in a team-oriented environment

Effective verbal and written communication skills

High integrity with a diligent work ethic

Ability to manage time effectively, set priorities and meet deadlines

Ability to learn and adapt to change