Trading Associate - Seattle, WA

Freestone is an independent wealth advisor to select high net worth families and institutions with over $3.8 billion under management and offices in Seattle, Portland and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.

About the Position

The trading Associate performs a general analytical role on the Freestone trading desk. The Associate reports directly to the Managing Director of Trading, supporting the implementation of investments across a variety of asset classes including: equities, fixed income, derivatives and other OTC products. The Associate works market hours and will have exposure to all aspects of trading across asset classes.


  • Trading: Trade execution, client account rebalancing (including analysis of potential tax implication), and post- trade reconciliation, while developing and maintaining good relationships with counterparties, consistent with the highest standards of professionalism and service.

  • Trade Analysis: Review trading execution across models and strategies to ensure best execution is being achieved

  • Monitoring: Monitor investment models to ensure investment theses are consistent with economic outlook and positioning

  • Soft Dollars: Work with the Managing Director of Trading to manage and track the firm’s soft dollar budget

  • Portfolio Analysis: Support the portfolio managers in performing analysis on existing holdings, frequently with the intent of communicating conclusions and recommendations to clients or the Investment Committee


  • Excellent quantitative, analytical and communication skills

  • 1-3 years on a trading desk or related role

  • Ability to work well under pressure and meet tight deadlines

  • Aptitude to synthesize large amounts of information and develop innovative solutions

  • Capability to manage projects independently and readiness to assume a high level of responsibility

  • Experience with Tamarac preferred

Personal Characteristics

  • Team oriented character with an exceptionally strong work ethic

  • Self-starter with close attention to detail

  • A high energy level personality with a positive attitude towards challenges

  • Poised and polished professional with excellent oral and written communication skills


Salary, bonus, and benefits package

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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