Trader

Department:

 

Investments Job Status:

Full Time Reports To:

Chief Investment Officer Amount of Travel Required:

None Work Schedule:

M-Th 8am-5pm F 8am-4pm

POSITION SUMMARY

The trader position is a member of the investment department and is responsible for overseeing the day-to-day portfolio implementation of client accounts. The role requires managing inflows and outflows for clients of the firm and managing model portfolio strategies for implementation. Core functions of this role include: Being the expert of implementing and trading portfolios based on directions from the investment and planning teams. This involves raising cash, investing cash, portfolio rebalancing/changes, and answering questions related to those functions. Participating in weekly and monthly investment department meetings. Overseeing the firm's portfolio management & trading technologies that run the day-to-day management of client accounts. Running periodic compliance reports to ensure client portfolios are still aligned with targets. Managing in-kind assets and working with the planning teams to develop strategies to work out of them over time.

POSITION QUALIFICATIONS

Required Qualifications Education:

Bachelor's degree (finance or economic major preferred)

Experience:

Minimum 2 years of experience (5+ years preferred)

Computer Skills:

Proficient in Microsoft Office products (Excel, PowerPoint, etc.) and experience in portfolio management software for trading, billing, and client management.

Certificates & Licenses:

None Desired Qualifications This role is required to oversee trading for client accounts and the employee needs to demonstrate the ability to be detailed and organized. A background in trading client or firm accounts, along with knowledge of investment products, is preferred for this role. The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this position description and/or assign tasks for the employee to perform, as the Company may deem appropriate.

Job Type:

Full-time Pay:

$70,000.00 - $85,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off

Compensation Package:

Bonus opportunities Profit sharing

Work Location:

Hybrid remote in Wayne, PA 19087