Trading Analyst

Trading Analyst

Roseline Capitol Advisors

Richmond, VA

We are a boutique Richmond, VA based registered investment advisor specializing in providing comprehensive investment management solutions to high net worth relationships.

The Trading Analyst will be responsible for trading across multiple portfolios and household types. This includes constructing and implementing portfolio manager-directed trades, reviewing portfolios for variance from target allocations, and rebalancing portfolios by processing trade orders.

Generally, the ideal candidate will have the ability to work with specific client needs and restrictions when placing trades as well as taking into account basic financial planning and tax consequences.

The Trading Analyst must possess strong critical thinking and communication skills, a can-do proactive attitude coupled with the willingness to partner with other members of the investment team on deliverables and projects.

Candidate Requirements:

• Meticulous attention to detail
• Excellent communication skills
• Ability to problem solve
• Proactive
• Team Player
• Ability to complete tasks with minimal supervision
• Flexible

Responsibilities:

• Manage multiple trading orders across numerous portfolio and household types
• Rebalance, allocate and reconcile trades timely and accurately
• Partner with other members of the investment team to manage operations and performance-related tasks

Education and Experience:

• Bachelor’s degree required, preferably in finance or mathematics-related area of study
• Must be willing to obtain Series 65 license within 6 months of hire

Contact Information:

Please note that when an offer is extended it is pending a background check that includes professional references and educational, salary and employment verifications, along with credit, criminal, and securities license background checks and drug screenings.

Job Type: Full-time

Job Location:

• Richmond, VA 23219

Required education:

• Bachelor’s