TRADING ASSOCIATE
Confidential
Plano
Full Time
Expires On: 05/08/2026
Job Description
Job Description
Position Summary
The Trading Associate position is responsible for trading at SFMG. This is a vital role in the firm and requires great attention to detail. The position supports all our advisors in executing and recommending various types of trades on behalf of our clients. The role requires a unique combination of operational skills and investment knowledge. The Trading Associate will collaborate with multiple teams, including Client Service, Operations, Advisory, and the broader Investment Team on various projects and initiatives.
Candidate Characteristic/Disposition
The ideal candidate must be team-oriented and possess strong interactive skills. The position requires the ability to prioritize, manage multiple tasks/projects, and work in a deadline-oriented environment. Candidates should have excellent attention to detail and ability to communicate effectively with advisors. A high level of technical proficiency and rapid adaptability to new programs is crucial for this position.
Essential Functions Statement(s)
Ensure data accuracy across all portfolio management and trading systems
- Set up new accounts and portfolios.
- Oversee the accuracy and upkeep of securities settings, models, trade instructions, portfolio and
