Securities Trader/Portfolio Management Associate at Crestwood Advisors in Boston, MA

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Crestwood Advisors is a fast-growing wealth management firm that is selectively seeking a Securities Trader/Portfolio Management Associate to join our energetic team. Crestwood Advisors is an independent, fee-only registered investment advisor that provides clients with comprehensive wealth & investment management solutions.



• Implement equity execution strategies via trading platforms for settlement across multiple custodians in collaboration with portfolio management team

• Manage daily data upload from portfolio management system to portfolio rebalancing system through trade-order management systems

• Manage suite of model portfolios used to guide portfolio decisions within trade rebalancing system

• Provide portfolio managers with trading and investment support as appropriate. Oversee trading for subset of client portfolios

• Contribute to bond strategies implemented in client portfolios and analyze relative opportunities among investment grade fixed income asset classes in order to buy and sell bonds accordingly

• Maintain and enhance relationships with brokerage community and manage order flow

• Communication of current equity/bond market conditions and trade information to portfolio management team and broader firm

• Evaluate prospective client portfolios to highlight investment opportunities

• Contribute to periodic market updates suitable for use with client presentations

• Ensure all aspects of trading are compliant as it pertains to our policies and procedures (i.e. best execution etc.)



• 2-4 years relevant experience with emphasis on investment grade bonds and individual equities

• Experience with electronic trading platforms and portfolio management systems (i.e. RedBlack, Black Diamond, etc.)

• Ability to work in collaborative, team environment

• Excellent communication and interpersonal skills

• Bachelor’s degree required


This position requires someone technically proficient and able to interact across an array of technology platforms/systems to ensure data and trading accuracy across client portfolios.

We offer an attractive compensation plan including competitive salary, opportunity for bonus and a full suite of benefits. Please e-mail cover letter and resume to:


Crestwood Advisors values a diverse workforce. Women, people of color, people with disabilities, and members of the LGBTQ community are encouraged to apply. Crestwood Advisors is a member of Boston Women’s Workforce Council, a public-private partnership committed to closing gender-based pay gaps and removing the visible and invisible barriers to women’s career advancement.

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