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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