Judson Group is proud to be retained by a leading $3B AUM RIA in the search for a Trader who will play a key role within its centralized trading function. This is a hands-on opportunity for an early-career professional who enjoys the pace and precision of trade execution and wants meaningful exposure to portfolio implementation across a broad client base. Working as part of a trading team, this individual will execute portfolio rebalancing, firm-wide model buy/sell decisions, and transition activity for new accounts. The right candidate will have 2+ years of relevant trading or investment operations experience, a solid understanding of capital markets, and the confidence to execute accurately in a fast-paced, high-volume environment. Why You'll Love This Role: Work alongside experienced traders and investment professionals. Gain direct exposure to portfolio implementation and centralized trading. Take ownership of meaningful trading activity across individual securities and ETFs. Join a team where accuracy, efficiency, and sound execution are highly valued. Have opportunities to improve processes and incorporate new technology, including AI.
What You'll Be Doing:
Execute trades in support of portfolio rebalancing and investment decisions.
Implement firm-wide model buy and sell activity across client accounts.
Execute transition trades for new accounts as they move into established investment strategies.
Trade primarily individual securities, with exposure to ETFs and other investment vehicles.
Monitor orders and trading activity to ensure timely, accurate execution.
Coordinate with portfolio management, operations, custodians, and other internal teams on trading-related activity.
Maintain accurate trade records, allocations, and documentation.
Help identify and implement improvements to trading workflows and processes.
Support a high-volume centralized trading operation while maintaining a high level of accuracy.
What We're Looking For:
2+ years of experience in a similar trading, investment operations, or related capacity.
Bachelor's degree in Finance, Economics, Investments, or a related field preferred.
Familiarity with capital markets and investment products.
Comfortable executing trades and making time-sensitive decisions with confidence.
Exceptional attention to detail and a strong track record of accuracy.
Ability to perform effectively in a fast-paced, high-volume environment with minimal errors.
Proficiency in Excel.
Experience with trading or portfolio management software; Tamarac experience is a plus.
Familiarity with custodial platforms such as Fidelity and Schwab.
Clean regulatory record required.
Proactive, team-oriented approach with an interest in leveraging AI and technology to improve efficiency.
Compensation & Benefits:
Base salary commensurate with experience.
Comprehensive benefits package.
Meaningful opportunities for professional growth and advancement.
Location: Greensboro, North Carolina
