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Senior Associate, Trading
Pathstone
Pennsylvania, USA
Full-time
Entry · 1+ years experience
Hybrid
Discovered 2 weeks ago
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Role Overview
Concentric’s Philadelphia metropolitan area team is seeking a Full-Time Senior Associate who is a detail-oriented independent multi-tasker and thrives in a fast-paced team environment.
This individual will primarily focus on day-to-day trading in support of the firm’s active tax indexing equity and investment grade fixed income strategies for the firm’s SMA platform.
Key Skills for This Role
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Full Job Posting
About Concentric Innovation: Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors.
Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients.
Managing $13+ billion in assets , Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences.
Since 2022, Concentric has been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors.
Operating at the intersection of quantitative investing, technology innovation, and client-first service , Concentric offers an innovative environment where talented professionals can help shape the next generation of investment management infrastructure.
Position Summary
Concentric’s Philadelphia metropolitan area team is seeking a Full-Time Senior Associate who is a detail-oriented independent multi-tasker and thrives in a fast-paced team environment.
This individual will primarily focus on day-to-day trading in support of the firm’s active tax indexing equity and investment grade fixed income strategies for the firm’s SMA platform.
Key Responsibilities
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