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Trades Investment Associate in St. Louis, MO at DISYS

Date Posted: 11/21/2018

Job Snapshot

  • Employee Type:
  • Location:
    St. Louis, MO
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Entry level graduates with a finance/economics/accounting/business background looking to obtain Series Certifications (7,63,66, etc.) are encouraged to apply! This is a great opportunity for those who are looking to gain experience in the brokerage/financial industry. Candidates with previous brokerage experience are also encouraged to apply. Please read the job description below for more information. 


  • Candidates will be joining a team of individuals who implement managers to different models across accounts pertaining to New Accounts, Cash Flow, Model Change, etc..
  • This team is responsible for multiple operational tasks including: intercepting accounts, terminating accounts, handling cash flows, investing and raising cash, account setup and maintenance, submitting trades based on management decisions and target portfolio allocations and running security drift reconciliation reports.
  • *This company is looking to provide the resources to obtain licenses (Series 7, Series 63/66, etc.) & become an asset within the organization*

Experience from the financial sector within brokerage, experience within trading, or operational support of such is preferred as well.

For more information, please reach me at the contact information below. I look forward to working for you!

Job Requirements


  • Those with a finance focused degree are encouraged to apply even if practical experience gained within financial/brokerage services was achieved through coursework or internships.
  • Those with a degree who also possess 3+ years financial services industry working experience are encouraged to apply.
  • Those with a degree who possess some financial services exposure seeking a career change fully to financial services are encouraged to apply.
Digital Intelligence Systems, LLC. is an Equal Opportunity Employer, M/F/D/V. We do not discriminate against any employee or applicant because they inquired about, discussed, or disclosed compensation. Email recruitinghelp @ to contact us if you are an individual with a disability and require accommodation in the application process.


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