Jan 09, 2023

Senior Associate - Trader

  • Champlain Investment Partners
Full time Finance Investment Operations

Job Description

The Senior Associate – Trader is a key role on Champlain’s Trading team and reports directly to the Head Trader. This position is located in our Burlington, Vermont office.

Key responsibilities include:

  • Team Communication – Aggregate news related to Champlain’s holdings and distribute daily to the firm.
  • Trade Execution – Assist Head Trader with domestic trade execution.
  • Program Trading – Prepare and execute accurate program trades to rebalance client accounts.
  • Trade Processing – Ensure end of day trade processing workflows run correctly. Assist outsourced trade settlement group as needed.
  • Trade Reporting – Complete monthly, quarterly, and annual commission reports. Work collaboratively with Operations and Client Service departments on commission-related client requests.
  • Questionnaires – Respond to due diligence questionnaires received from clients and consultants as they pertain to Champlain’s trading desk.
  • Weekly Meetings – Attend and add trading insight to weekly Investment Team meetings.
  • Order Management System (“OMS”) Management – Maintain accurate information in OMS.
  • Committee Involvement – Be a productive member of the firm’s Brokerage Committee.
  • Other projects or committees as assigned.

About the Successful Candidate:
A bachelor’s degree with a minimum GPA of 3.0 is required, along with at least two (2) years of relevant work experience in the Investment Management industry.

The successful candidate will have the following skills/abilities:

  •  Demonstrated proficiency with Microsoft Office tools and email applications.
  •  Previous work experience with the Bloomberg Terminal preferred.
  •  Previous work experience with an order management system, Eze OMS preferred.
  •  An interest or understanding of domestic equity trade execution.
  •  Analytical and detail oriented.
  •  Ability to work independently and prioritize work in a dynamic environment.
  •  Excellent verbal and written interpersonal skills as well as a mature and flexible demeanor.

How to apply:

Interested candidates should send a cover letter and resume to jobs@cipvt.com in PDF form – Microsoft Word documents will not be considered. No phone calls please.

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