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Trading Associate - Seattle, WA

About Freestone

Freestone is an independent wealth advisor to select high net worth families and institutions with over $8 billion under management and offices in Seattle, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.

About the position                                                     

Freestone’s trading desk is looking to hire an associate who is smart, dedicated, and willing to learn. Experience in the capital markets is not required, but excellent communication and organizational skills are, as are demonstrated leadership ability and strong attention to detail. Availability to work market hours, 6:30am to 1:00pm, is crucial.

The trading team is responsible for the implementation of public market equity investments on behalf of our clients. The trading associate role is vital to the support of our trading team and to our firm but is largely administrative and execution-oriented, with ad hoc projects assigned in support of the team’s overall objectives. The Associate reports directly to the Managing Director of Trading. 

Responsibilities

  • Learn: Come up to speed quickly on our team, our firm, and our clients

  • Execution: Place trades, rebalance client accounts, and reconcile daily trades, while developing and maintaining good relationships with counterparties, consistent with the highest standards of professionalism and service

  • Administration: Maintenance of our Trading systems, electronic files, and any other reporting as necessary

  • Miscellaneous: Perform any such duty as necessary to support Freestone’s Trading process

Qualifications

  • Excellent communication skills, with strong attention to detail

  • 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

  • Proficiency with Excel

  • Comfortable working independently

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

Application Information

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.

In order to ensure a healthy and safe work environment, Freestone is requiring all new employees to be fully vaccinated and provide proof of their COVID-19 vaccination on or before their start date. Candidates who cannot receive the vaccine because of a disability-related reason or sincerely-held religious belief may request an accommodation related to this requirement.

Ready to get started? Contact a Client Advisor