Analyst and Assistant Trader

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

Business Overview (www.Edgemoorinv.com):

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.

Duties:

  • 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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