Analyst and Assistant Trader
- Employer
- Edgemoor Investment Advisors
- Location
- Bethesda, Maryland
- Salary
- Competitive and commensurate with experience and qualifications
- Closing date
- Oct 17, 2020
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- 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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