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Roxford One
Investment Trader
Job Description
Investment Trader Roxford One Fullerton, CA Job Details Full-time $95,000 - $120,000 a year 19 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Confidential information handling Microsoft Excel Spreadsheets Basic math Bachelor's degree in economics Series 66 Bloomberg Statistical analysis Attention to detail Computer skills Series 63 Certified Financial Aid Administrator (CFAA) Excel data analysis Full Job Description We are seeking a motivated investment professional to support the President of Roxford One in evaluating, executing, and monitoring investment opportunities. This role is ideal for a mid-level candidate with a strong foundation in investment analysis who is eager to grow and contribute to investment strategy for Roxford One.
PRIMARY RESPONSIBILITIES
Order Execution:
Buy and sell financial instruments on behalf of clients or the institution's own accounts.- Market and economic research: Research potential trading opportunities to discuss with President
- Collaborate and support the President with potential risk management strategies and solutions
Financial Statement Analysis:
Analyze potential use of daily cash available with President- Contribute to process improvement and development
- Knowledge of interest rates, inflation, and macroeconomic trends.
- Perform P&L analysis and portfolio reviews
- Report and organize all results and risk management strategies
- Collaborate with staff involved in trading operations
KNOWLEDGE AND SKILL REQUIREMENTS
- Minimum of 3-5 years of related experience
- Accuracy and attention to detail
- Experience with Bloomberg, eSignal, or similar system
- Proficient-Advanced in Excel
- Strong math skills, ability to perform calculations quickly and accurately
- Excellent written and verbal communication skills.
- Strong personal drive and initiative
- Ability to maintain utmost confidentiality We value individuals who are curious, ask thoughtful questions, and proactively identify opportunities for improvement.