At Donaldson Capital Management, people are our purpose. We strive to hire “good heads and great hearts” because our relationships and our people separate us from the rest. We know that investing takes patience, commitment, and humility. Those principles guide our dedication to serving clients’ best interests and define our continued growth and success.
Their primary role is to support Investment Operations Traders. This individual is responsible for helping to set up new accounts in our trading and portfolio accounting software. They are responsible for auditing and reviewing Cash Holds, Restrictions and assisting with building Drift Analysis reports with Traders and Advisors. A Trading Associate must understand how their work impacts Trading, Advisors, and clients. A successful Trading Associate will assist with data quality control, free up time for Traders and Sr Traders, and excel at performing all job duties described below.
Experience and Education:
Skills and Knowledge:
We have a robust compensation model. Fixed compensation includes a base salary and certification-designation-degree pay. Variable pay consists of a revenue pool program and kicker incentives. All advisory teams receive a % of managed AUM billing.
401(k) pre-tax or post-tax at a 4% total compensation match, Annual Profit Sharing currently at 9%.
PTO and Workplace Flexibility
Team members are not limited to a specific number of vacation, personal, or sick days. Hybrid work flexibility, maternity, and parental time off.
Medical, Vision, Dental, Supplemental, HSA, Dependent Care FSA, ST, LT Disability, Life, and AD&D.
Education Advancement, Continuing Education Reimbursement Program, Career Coaching.
SMARTMap, Financial Planning, No Fees for Investment Management.
Cell phone, laptop, monitors, remote accessories if needed.
Wholesale club membership, parking garage, annual charitable donation.
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