Investment Analyst/Trader | Atlanta, Georgia

Reference Number: HRJ7611
Location: Atlanta, Georgia

Judson Group has been retained by a very well respected and recognized RIA in the search for an Investment Analyst/Trader. This individual will work closely with the firm’s Advisors to provide tailored investment management solutions to the firms HNW/UHNW clients. The ideal candidate will have trading, investment analysis, and investment research experience.

Responsibilities:

  • Conduct investment analysis and due diligence across all asset classes.
  • Construct all Equity, Fixed Income, and Alternatives trading models in Orion Eclipse.
  • Execute trades on the Schwab and Fidelity platform.
  • Maintain an in-depth knowledge of the investment platform at the manager and asset allocation level and be able to accurately articulate and implement this platform within client portfolios.
  • Responsible for constructing complex investment portfolios and communicating investment message to the client via phone and in-person meetings.
  • Work with the CCO to ensure compliance with all the SEC rules and regulations.
  • Responsible for operational duties such as new accounts, fund transfers, and account service-related issues.

Requirements:

  • BA/BS Degree required; advanced degree a plus.
  • 1-3 years of portfolio management/investment analyst experience.
  • Designations including CFA, CIMA, or CFP desired.
  • Understanding and working knowledge of investment strategies.
  • Proficiency with investment software Orion, Pontera, and Eclipse preferred.
  • Able to work under pressure and meet deadlines in a fast-paced environment.

Compensation:
Competitive compensation, bonus, and benefits package

Location:
Atlanta, Georgia

Reference Number: HRJ7611

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