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Jr. Investment Analyst & Trading Associate

Lifetime Wealth Management
Rockwall, Texas
Up to $100,000 per year + benefits.
Closing date
Jan 16, 2024

This position is for a Junior Analyst/Trading Associate for the investment management arm of Lifetime Wealth Management, a Rockwall-based RIA firm founded in 2008. Lifetime's organizational culture and disciplined investment process has allowed us to deliver consistent results for our clients and advisors over the past 15 years.  As fiduciaries we take seriously our responsibility to put our client's interests ahead of our own in delivering to them the investment results, guidance, and service that have come to define Lifetime.  Our approach to investing involves both quantitative and qualitative inputs that are guided by our passion for learning and delivering the best product possible for our clients.


The Jr. Analyst / Trading Associate will be expected to contribute to Lifetime’s Active and Passive investment strategies by staying on top of the latest academic literature on portfolio management theory and by doing deep research on both industries and companies with a generalist’s curiosity. We take a long-term investment horizon in all our strategies, but we constantly question and seek to improve our decision making and processes.  The Jr. Analyst / Trading Associate will also be responsible for handling the order flow for both active and passive investment strategies in a manner consistent with our firm's compliance policies and procedures.    


The ideal candidate will have 1-3 years of investment experience and is making progress through the CFA program. Prior experience with institutional trade management systems and alternative investment due diligence a plus.


The Jr. Analyst / Trading Associate will report to the CIO & Portfolio Manager.    






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