Trading & Investment Operations Analyst

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

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

Requirements

  • 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 Adam@jandsadvisors.com

  • You need to sign in to save