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  • 1 month ago

jobs description

Judson Group has been retained by a very well respected and recognized RIA in the search for an Investment Analyst/Trader. This individual will work closely with the firm’s Advisors to provide tailored investment management solutions to the firms HNW/UHNW clients. The ideal candidate will have trading, investment analysis, and investment research experience.

Responsibilities...
• Conduct investment analysis and due diligence across all asset classes.
• Construct all Equity, Fixed Income, and Alternatives trading models in Orion Eclipse.
• Execute trades on the Schwab and Fidelity platform.
• Maintain an in-depth knowledge of the investment platform at the manager and asset allocation level and be able to accurately articulate and implement this platform within client portfolios.
• Responsible for constructing complex investment portfolios and communicating investment message to the client via phone and in-person meetings.
• Work with the CCO to ensure compliance with all the SEC rules and regulations.
• Responsible for operational duties such as new accounts, fund transfers, and account service-related issues.

Requirements:
• BA/BS Degree required; advanced degree a plus.
• 1-3 years of portfolio management/investment analyst experience.
• Designations including CFA, CIMA, or CFP desired.
• Understanding and working knowledge of investment strategies.
• Proficiency with investment software Orion, Pontera, and Eclipse preferred.
• Able to work under pressure and meet deadlines in a fast-paced environment.

Compensation:

Competitive compensation, bonus, and benefits package

Location:

Atlanta, Georgia
Atlanta GA United States

salary-criteria

Apply - Investment Analyst/Trader Atlanta