Investment and Trading Specialist | Central New Jersey

Reference Number: MHH6927
Location: Central New Jersey

Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Investment and Trading Specialist to their team. This will be a unique opportunity to work in a collaborative environment to execute trades, analyze securities and provide support to the research committee. The ideal candidate has strong communication skills and a strong knowledge and interest in the stock market.

Responsibilities and Requirements:

  • Responsible for research and constructing reports on individual stocks.
  • Research, analyze and write reviews on stock and bond mutual funds.
  • Accountable for executing trades, rebalancing, and handling cash needs.
  • Review available funds in deferred compensation and 401(k) plans and assist in building asset allocation models.
  • Responsible for quarterly newsletters and industry knowledge professional development.
  • 3+ year of experience required.
  • Bachelor’s degree; designations such as CFA, CIMA highly desired.
  • Strong interest in investing, stock markets, and data analysis required.
  • Experience with software including MPI, Bloomberg, and Morningstar Workstation is a plus.

Compensation: Competitive base salary and benefits

Location: Central New Jersey

Reference Number: MHH6927