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Securities Trader/Analyst

Employer
Smith, Salley & Associates
Location
Greensboro, North Carolina
Salary
Commensurate with experience
Closing date
Jul 27, 2022

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Job Function
Trading
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

Overview

 

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.

 

 

 

Company

Smith, Salley & Associates, LLC (SS&A) is an SEC Registered Investment Advisory firm (RIA) located in Greensboro, NC with the primary goal of building relationships with clients who seek a long-term partnership with their financial advisors. Our clients include high net worth individuals, trusts, foundations, profit sharing plans, and corporations. We provide comprehensive wealth management to our clients which includes portfolio management and financial planning services. Our industry experience and professional designations enable our team to manage separate accounts using individual securities. In short, this means each client portfolio is a unique combination of cash, stocks and bonds tailored to the stated objectives of the account owner.
Company info
Location
300 East Wendover Avenue Ste 301
Greensboro
NC
27401
US

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