Analyst and Assistant Trader

Bethesda, Maryland
Competitive and commensurate with experience and qualifications
Sep 17, 2020
Oct 17, 2020
Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Business Overview (

Founded in 1999, Edgemoor Investment Advisors, Inc. is a wealth management firm with over $1 billion in assets under management providing investment management and financial planning services to individuals, families, trusts, retirement plans, non-profit organizations, and foundations. Located in Bethesda, MD, the firm focuses on long-term capital appreciation, preservation of capital, and income through disciplined management of value-oriented equity and income-generating portfolios.

Position Summary:

The Analyst and Assistant Trader will support Portfolio Managers with trading, investment research, portfolio management, financial planning, and client communication.


  • Execute trades in client accounts
  •  Research new and existing investment opportunities for the investment committee
  •  Assist in management of client portfolios by:
    •  Selecting securities to sell to raise cash for client use
    •  Investing cash balances in recommended equity and income securities
    •  Rebalancing portfolios for specific situations
  • Create and modify financial plans for clients
  • Answer client questions and assist with client service issues  
  • Provide support for business development activities
  • Help onboard new clients
  • Complete special projects and research as needed

Required Skills and Experience:

  • 2+ years of work experience in financial services preferred, but not required
  • Bachelor’s degree required
  • Demonstrated quantitative skills and attention to detail
  • Written and verbal communication skills

Compensation: Competitive and commensurate with experience and qualifications

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