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Analyst and Assistant Trader

Employer
Edgemoor Investment Advisors
Location
Bethesda, MD
Salary
Competitive and commensurate with experience and qualifications
Closing date
Jun 30, 2022

View more

Job Role
Analyst
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing
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The Analyst and Assistant Trader will support Portfolio Managers with trading, investment research, portfolio management, financial planning, and client communication. Career path includes advancement to primary trader and/or portfolio/relationship management position.

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
  • Track quarterly earnings for portfolio companies
  • 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
  • CFA or CFP designation or desire to attain either designation
  • Demonstrated quantitative skills and attention to detail
  • Written and verbal communication skills
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