Securities Trader/Analyst

Greensboro, North Carolina
Commensurate with experience
Jun 27, 2022
Jul 27, 2022
Job Function
Industry Sector
Asset Management
Employment Type
Full Time



Working with the Investment and Client Service team in implementing the firm’s investment strategies by executing equity and fixed income trades and supporting documentation.  Utilizing trading software (Tamarac) to execute and upload trades to various third-party custodians, such as Fidelity, TD, and Schwab.  May be tasked to work with Portfolio managers on equity and/or fixed income research projects.  Compliance is integral in the trading function so this will overlap with the Compliance Officer duties.  A basic understanding of technology will be useful as basic IT support for Smith, Salley will be a part of this position.  A comfort level with securities market and industry specific jargon will be needed, or developed, over time.  A pursuit of the CFA designation is encouraged but not requited.  A series 65 is required.




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