Trading & Investment Operations Analyst

Middleton, Wisconsin
includes profit sharing, health coverage, 401(k) contributions, paid vacation, etc.
Apr 02, 2021
May 29, 2021
Employment Type
Full Time

JSA – Trading & Investment Operations Analyst

We’re different; it’s just that simple.  

At Jacobson & Schmitt, we’re a purpose-driven team of investors & advisors who believe every dollar can positively impact our lives, communities, and environment. We help conscious investors give their money a mission using a highly personalized guidance process, research-based advice, and socially responsible investment strategies.

We are looking for an experienced team member to help with our investment & trading operations.

Responsibilities will include
Support our advisor team when implementing client goals for asset allocation, custom portfolios, and tax efficiency, including:

  • Proactive communication with our team of investment managers and financial advisors to implement and trade client accounts efficiently and cost-effectively
  • Setting up client accounts & investing those accounts based on in-house models built in Tamarac
  • Running reports to identify outliers in need of trading
  • Build trade sets, reconcile, and execute trades
  • Managing client needs from their portfolios (gifting, distributions, tax-loss & gain harvesting, rebalancing)
  • Developing processes & procedures that connect trading to other functions of the business
  • Connecting trading to operations – billing, reporting, and other projects
  • Driving automation and efficiency where possible
  • Ensuring transactions and activity adhere to our firm’s policies and securities laws


  • A bachelor’s or a master’s degree, preferably in economics, mathematics, statistics, computer science, finance, or business
  • 2-10 years of operations and investment trading experience
  • Exceptional attention to detail, comfort with technology (Tamarac Advisor Suite a plus), and a general understanding of capital markets
  • High level of proficiency in Excel or history of writing code
  • Successful candidates will be self-starters with a passion for continuous improvement—looking for better ways to do things & willing to accept feedback.

Employment Type

Full-time salary starting summer 2021

Please submit a resume and cover letter describing why you’d be a good fit for this opportunity to

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