Trajan Wealth is looking to solve the problem of providing clients with personalized financial advice and differentiated investment strategies by hiring a team member to support the Investment Management team.
Requirements
- Working knowledge of financial markets, portfolio construction, and trading mechanics.
- Proficiency with Excel, portfolio management systems, and custodians.
- Completion of or progress towards the CFA, CFP, or other industry designations, or a willingness to pursue.
- High attention to detail and accuracy in a fast-paced environment.
- Strong analytical and problem-solving skills.
- Excellent written and oral communication abilities.
- Team-oriented mindset with a proactive, creative, resourceful attitude.
Responsibilities
- Execute daily trades across client accounts with precision and timeliness.
- Monitor trade activity, settlements, and reconciliations to identify and correct trade discrepancies.
- Perform portfolio rebalancing and assist with model updates using a proprietary portfolio management system.
- Perform quantitative and qualitative analysis on current and prospective holdings.
- Contribute to ongoing monitoring of economic indicators, market trends, and asset class performance.
- Assist with due diligence and selection of investments across public and private market sectors.
- Generate insights and support the creation of internal and external investment content.
Other
- Undergraduate degree in finance, economics, accounting, or related field.
- Ability to meet deadlines, 'can do' attitude.
- Commitment to confidentiality, fiduciary ethics, and client-first standards.
- This is an in-office (not remote) position.
- Requires sitting, typing, and working on a computer for long periods of time in an open office environment (cubicle).
