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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