Senior Trading & Data Integrity Specialist

checchi capitalBeverly Hills, CA

yesterday

Occupations

Brokerage Clerks Securities, Commodities, and Financial Services Sales Agents Bookkeeping, Accounting, and Auditing Clerks

Industries

Investment Banking and Securities Intermediation Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities

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About the role

Checchi Capital Advisers, LLC is seeking a Trading Associate/Senior Trading Associate to join our Beverly Hills trading team. This individual contributor role handles day-to-day trade execution, portfolio rebalancing, and trade implementation across client accounts, while maintaining performance data and supporting quarterly reporting. You will own back-office and trading workflows, monitor data and CRM records, build Excel models, and assist with corporate actions and data reconciliation.

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JOB OVERVIEW

Experience level

Senior

Location

Beverly Hills, CA

Occupation

Brokerage Clerks

Industry

Investment Banking and Securities Intermediation

Posted

yesterday

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