Seeking a Trade/Operations Associate (the final title could be Finance and Operations Associate). This is a unique opportunity to join a small, tight-knit Group at a fast-growing investment management firm (RIA) poised for significant expansion.

This firm grew from one client in 2017 to approximately $550 million in assets today. It is known for its dynamic, informal culture and track record of promoting talented employees to leadership roles.

Role Details

• Position Title: Trade / Operations Associate
• Reports to: Managing Partner
• Role Location: Flexible – remote initially, and then onsite in El Paso or Houston
• Compensation:
• Base salary: $70,000–$120,000
• Bonus: 25–50% of base salary
• Comprehensive health, dental, and vision coverage (no 401k currently)
• Culture: Informal, flexible, and growth-focused
• Company Size: Small team of 15–16 employees

Key Candidate Requirement

• Must have a series 65 or (66 and 7)
• Skills: Advanced Excel proficiency, manual portfolio rebalancing, multicurrency trading experience. (Required)
• Experience:
• Managing individually managed portfolios (40–60 positions per portfolio).
• Experience working at a smaller financial firm or RIAs (as opposed to large institutions).
• Navigating multicurrency environments (e.g., Mexico etc).

NICE TO HAVES

• Spanish language skills (approximately half of clients are Spanish speaking).
• Familiarity with Bloomberg Terminal commands.
• Experience trading across international markets.

What Makes This Opportunity Unique

• Career Growth: Proven track record of promoting employees to partner level.
• Complex Work: Manage portfolios with single stocks and ETFs across multiple markets.
• Flexibility: Remote work options with travel expectations of 1–2 trips per quarter.
• Compensation: Competitive bonuses (25–50% of base salary) and full health coverage.
• Company Growth: Plans to expand in the U.S. market via organic growth, mergers, or acquisitions.