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Crestwood Advisors Group LLC is a fast-growing $5+ billion wealth management firm selectively seeking to add an Investment and Trading Associate to our energetic team.  Crestwood Advisors is an independent, fee-only RIA with offices in Boston, Massachusetts, Providence, Rhode Island, & Fairfield County, Connecticut that provides High Net Worth clients comprehensive wealth & investment management solutions. Opportunity exists in our Boston location.

Crestwood Advisors strives to help clients exceed their financial goals by navigating and understanding the broader aspects of their financial lives.  The ideal candidate for the Investment and Trading Associate is motivated and intellectually curious with a passion for the investment markets and 1-2 years of investment advisory or related experience. This individual will support our existing Trader and is a central hub of support between our Portfolio Management, Research, Operations and Wealth Management Teams.

Responsibilities

Trading Responsibilities:

  • Implement equity execution strategies via order management system in collaboration with Portfolio Management team.
  • Ownership of trading process from creating orders though settlement.
  • Manage daily reconciliation of trading system to ensure proper settlement of all transactions.
  • Maintain security models in the order management system in concert with investment committee.
  • Ensure all aspects of trading are compliant to our policies and procedures.

Portfolio Management Team Support Responsibilities:

  • Provide Portfolio Managers with trading and investment support. Proactively suggest trades to
    Portfolio Managers such as drift trades, tax harvesting, non-model securities with market movement.
  • Communicate current market conditions and trade information to Portfolio Management team and broader firm.
  • Develop and maintain custom investment reports that leverage data from sources including: Refinitive, Morningstar, Black Diamond, RedBlack and others.

Requirements:

  • 1-2 years relevant experience
  • Technological aptitude. This position requires someone technically proficient and able to interact across array of technology platforms to ensure data and trading accuracy.
  • Prior exposure to VBA a plus
  • Experience with electronic trading platforms and portfolio management systems a plus (i.e. RedBlack, Black Diamond, etc.)
  • Ability to work in a fast paced, collaborative, team environment
  • Excellent communication and interpersonal skills
  • Progress towards CFA designation a plus

We offer an attractive compensation plan including a competitive salary, the opportunity for a bonus, and a full suite of benefits, along with the chance to be part of an authentic and energetic team! The firm will also consider support for further education and/or industry designations. Our culture rewards personal growth opportunities from strong performance.

At Crestwood Advisors we place a high value on diversity, equity, and inclusion. All qualified applicants, regardless of gender identity, race, disability, and sexual orientation, will be equally considered both in hiring and conditions of employment at Crestwood. We are committed to continued learning and development of our Diversity, Equity, Inclusion, and Belonging practices to create and sustain a long-lasting culture of openness, opportunity, and empowerment.

To apply for this job email your details to jobs@crestwoodadvisors.com

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