Investment Trader

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An established and rapidly growing SEC-registered investment advisory firm with $22B+ AUM is seeking a junior-level INVESTMENT TRADER to join our expanding team. The ideal candidate should have at least 2 years of experience in Asset Management or Financial Services industry experience.

The ideal INVESTMENT TRADER Investment Trader will have a proven track record of successfully managing multiple projects in a fast-paced environment..

Investment Trader Responsibilities:

• Execute and assist in placing orders across a variety of financial instruments. i.e. Fixed income, derivatives, equities, and exchange-traded options.
• Support the Trader in managing general and administrative tasks relevant to the department.
• Monitor compliance, ensuring that operational risk management processes align with regulatory standards.
• Collaborate with Private Client Services to review and reconcile reports, ensuring accurate trade execution and booking.
• Act as a liaison between the internal trading desk and supporting functions such as Investment Operations, Risk and Compliance, and Technology to address any issues.

Investment Trader Qualifications:

• 2+ years of relevant experience in the Asset Management or Financial Services Industry.
• Strong project management skills to assist the Chief Investment Officer and Head of Trading.
• Series 63 or Series 65 certification required
• Excellent communication skills to deliver market updates and present to senior members of the Investment Management team.
• Experience in equity middle office and operations is beneficial but not required.
• Proficiency in Excel (VBA, Pivot Tables, etc.), Python, or other coding languages is a plus.

Investment Trader Benefits

• Competitive Salary 
• Excellent Benefits
• Excellent Growth Opportunities
• Hybrid Role – 3 Days in Office

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

JOB ID: 144110

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Jeremy Hamon

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