ZipRecruiter

Log In

1

Trading Associate Jobs in Millbrae, CA (NOW HIRING)

next page

Showing results 1-20

All JobsTrading Associate JobsTrading Associate Jobs in Millbrae, CA

Trading Associate information

See Millbrae, CA salary details

$12

$17

$22

How much do trading associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for trading associate in Millbrae, CA is $17.90, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $18.41 per hour, depending on experience, location, and employer.

What is a trading associate?

Trading Associates are professionals who support traders and portfolio managers in the execution of trades, managing financial transactions, and conducting market research. They often assist with trade reconciliation, data analysis, and maintaining relationships with clients or counterparties. Trading Associates play a crucial role in ensuring the smooth operation of trading desks in financial institutions, such as investment banks, asset management firms, or hedge funds. Their responsibilities may also include monitoring market trends, preparing reports, and ensuring compliance with regulatory requirements.

What skills and qualifications are needed to thrive as a trading associate?

To thrive as a Trading Associate, you need strong analytical abilities, quantitative skills, and a solid understanding of financial markets, usually backed by a degree in finance, economics, or a related field. Familiarity with trading platforms such as Bloomberg, Excel, and order management systems, as well as relevant certifications like the Series 7 or CFA, is highly beneficial. Exceptional attention to detail, quick decision-making, and effective communication are crucial soft skills for this fast-paced environment. These skills ensure accurate trade execution, risk management, and successful collaboration with clients and team members.

How does a trading associate collaborate with portfolio managers and analysts during the trading process?

Trading Associates work closely with portfolio managers and analysts to ensure that trades are executed efficiently and in line with the firm's investment strategies. They often receive trade instructions from portfolio managers, verify necessary details with analysts, and communicate quickly to resolve any discrepancies. Effective collaboration involves real-time communication, quick decision-making, and a thorough understanding of both market conditions and portfolio objectives. This teamwork helps minimize errors, optimize trade execution, and maintain compliance with regulatory requirements.

What is the difference between Trading Associate vs Investment Analyst?

AspectTrading AssociateInvestment Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like Series 7 or 63 may be preferredUsually a bachelor's degree in finance, economics, or related; often pursue CFA or similar certifications
Work EnvironmentFast-paced trading floors or financial firms, focusing on executing trades and supporting tradersOffice setting, analyzing market data, preparing reports, and making investment recommendations
Employer & Industry UsageUsed by investment banks, hedge funds, asset management firmsCommon in asset management, investment firms, and research institutions

While both roles require finance knowledge and similar educational backgrounds, Trading Associates focus on executing trades and supporting trading activities in fast-paced environments. Investment Analysts primarily analyze data and provide investment insights. The roles complement each other within financial firms but differ in daily responsibilities and focus areas.

Is trading a good career?

Trading as a career involves buying and selling financial instruments such as stocks, bonds, or commodities, often requiring strong analytical skills and risk management. It can be profitable but also carries significant risk, and success depends on market knowledge, discipline, and experience. Many traders work in fast-paced environments and may need certifications or licenses depending on the market and regulations.

What job categories do people searching Trading Associate jobs in Millbrae, CA look for?

The top searched job categories for Trading Associate jobs in Millbrae, CA are:

What cities near Millbrae, CA are hiring for Trading Associate jobs?

Cities near Millbrae, CA with the most Trading Associate job openings:

Trading Associate jobs near you
Infographic showing various Trading Associate job openings in Millbrae, CA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $37,232 per year, or $17.9 per hour.

Trading Associate

PERIGON WEALTH MANAGEMENT LLC

San Francisco, CA • On-site

$18.50 - $24.75/hr

Full-time

Re-posted 16 days ago

Job description

Description:

POSITION OVERVIEW

The Trading Associate at Perigon Wealth will perform day-to-day trading functions for Advisors

that use the PWM centralized trading team.

COMPANY OVERVIEW

Perigon Wealth Management is a fast-growing, advisor-led Registered Investment

Advisor (RIA) serving clients across the U.S. The firm employs over a hundred and fifty

associates across 20+ office locations and has client assets under management (AUM)

exceeding $11 billion. We operate with the belief that growth happens through

meaningful relationships, thoughtful planning, and an experience that feels personal, not

transactional.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

? Performs the daily portfolio management functions including preparing, reviewing,

submitting and next day reconciliation of trade requests.

? Maintains trading related system settings and reports in Orion Trading.

? Maintains firm-level and advisor-level models in Orion

? Provides ongoing portfolio review reports (e.g. weekly cash review, quarterly rebalancing

and tax loss harvesting reviews) to Advisor teams.

? Assists with the development and documentation of the Trading team’s policies and

procedures.

? Regular participation in the Trading team’s process revamps, automations and efficiency

improvements.

? Participates as needed in special projects to support the Trading team’s goals and

initiatives

Minimum Qualifications (Knowledge, Skills, and Abilities)

? 1-3 years of experience in trading

? Orion trading experience preferred

? Analytical skills and ability to use excel to handle large datasets

? Hands on support

? Attention to detail

? Proactivity/Efficiency skills


? Intellectual curiosity around investments

? Prioritization skills

? Self-motivated and able to thrive in a dynamic environment

? Bachelors degree required (preferably in Economics or Finance)

? Series 65 preferred


Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an

employee to successfully perform the essential functions of this position. Reasonable

accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear.

The employee frequently is required to use hands or fingers, handle or feel objects, tools, or

controls. The employee is occasionally required to stand; walk; sit; and reach with hands and

arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision

abilities required by this position include close vision, distance vision, and the ability to adjust

focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by

the employee(s) of this position. Employees will be required to follow any other job-related

instructions and to perform any other job-related duties requested by any person authorized to

give instructions or assignments. All duties and responsibilities are essential functions and

requirements and are subject to possible modification to reasonably accommodate individuals

with disabilities. To perform this job successfully, the employee(s) will possess the skills,

aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude

individuals who pose a direct threat or significant risk to the health or safety of themselves or

others. The requirements listed in this document are the minimum levels of knowledge, skills, or

abilities. This document does not create an employment contract, implied or otherwise, other

than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as

applicable.



Requirements:


Apply