Sales Analyst and Trader Job Position Available In Camden, New Jersey

Sales Analyst and Trader Job JWM Wealth Management LLC Haddonfield, NJ Job Details Full-time $70,000 – $82,500 a year 7 hours ago Benefits Health insurance 401(k) Paid time off Paid sick time Qualifications Microsoft PowerPoint Asset management Investment Solution development Microsoft Excel Interpersonal skills Microsoft Office Market making Bachelor’s degree Portfolio management advisory services Attention to detail Bonds Equities Financial advising Exchange-traded fund (ETF) trading Institutional trading Financial investment strategy Mutual fund trading Customer service problem-solving Communication skills Entry level Under 1 year Time management Analytics Full Job Description Job Overview Sales Analyst and Trader JOB(EaRly Career)

MORE ABOUT THIS SKILLSET

Helping clients navigate markets to support their investment goals. Individuals across these teams have strong communication, integrity, time management and problem-solving skills. It is also key for these colleagues to embody a client-first mentality, exercising good judgment, tact and diplomacy when interacting with clients, executives and other levels of management. If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business.

DIVISIONS AND JOB FUNCTIONS

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. PWM Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. How you will fulfill your potential: Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation Analyze equity and fixed income portfolios for risk and return characteristics Execute portfolio rebalancing Research internal and external investment vehicles for client asset allocation Keep abreast of the latest events in the financial markets Relay GS research and market views to Private Wealth Advisors Work in conjunction with various product groups within Investment Management to respond to client needs Assist with trading and provide client service and team support

BASIC QUALIFICATIONS

Bachelor’s degree 0-3 years of prior work experience in a relevant field. Ability to Pass the relevant Securities Related Testing Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook) Highly organized with exceptional attention to detail and follow-through Strong ability to manage multiple projects with competing deadlines Team player with positive attitude and strong work ethic Strong communication skills (written and verbal) Ability to work in a fast-paced environment Ability to adapt quickly to a variety of industries and businesses Ability to self-direct, analyze and evaluate and form independent judgments Ability to effectively interact and build relationships with senior management and global stakeholders Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information Integrity, ethical standards and sound judgment

ABOUT JWM WEALTH MANAGEMENT

At JWM Wealth, we commit to our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 2017, we are a leading asset management, securities and investment management firm. We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally from our training and development opportunities and firmwide benefit programs.

Job Type:

Full-time Pay:

$70,000.00 – $82,500.00 per year

Benefits:

401(k) Health insurance Paid sick time Paid time off

Schedule:

10 hour shift 8 hour shift Monday to

Friday Work Location:

Hybrid remote in Haddonfield, NJ 08033