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Trading and Research Associate

Employer
Fielder Capital Group, LLC
Location
Nashville, Tennessee
Salary
We provide competitive compensation, health and retirement benefits, paid-time-off
Closing date
May 15, 2024

Job Details

JOB DESCRIPTION – Trading and Research Associate

Fielder Capital seeks an experienced professional to join our growing team. You would work alongside our tight-knit team from our office located in a luxury building in Nashville’s bustling Gulch. We provide competitive compensation, health and retirement benefits, paid-time-off, and a great culture. You may have the opportunity to develop over time into a more senior role.

POSITION RESPONSIBILITIES

Trading

  • Execute trading in individual equities, fixed income, ETFs, funds, and other securities.
  • Operate and optimize software solutions for trading and portfolio management
  • Maintain asset allocation models for client portfolios
  • Monitor and improve processes for cash transfers, trading, and rebalancing
  • Identify and implement opportunities for process improvement, automation, and scalability

Research

  • Research specific investments and asset managers (public and private) across asset classes
  • Conduct due diligence, including interviewing managers, analysts, and company executives
  • Create, maintain, and manage detailed due diligence files and records
  • Prepare materials for client presentations

FIRM DESCRIPTION

Fielder Capital is a rapidly growing Registered Investment Adviser (RIA) based in Nashville, TN.* Our clients include high-net worth entrepreneurs and senior executives who place great trust in our team.  We thus seek professionals of the highest integrity and personal character. Our culture promotes and expects a growth mindset and a commitment to professional mastery from all team members.

 

REQUIRED SKILLS & QUALIFICATIONS

  • Presently residing in Nashville, TN
  • A bachelor’s degree in business, economics, mathematics, or other analytical field of study
  • Proficiency in basic finance skills (financial modeling, accounting, capital markets, etc.) 3+ years of demonstrated success working in financial services
  • Strong sense of urgency and adaptability
  • Meticulous attention to detail and exceptional analytical skills
  • Excellent planning, organization, and time management skills
  • Strong skills in Excel and quick learner of new software/systems
  • Strong communication skills in both written and oral form
  • History of working well independently and within teams

PREFERRED QUALIFICATIONS

  • Prior experience with an RIA or broker-dealer
  • Experience with Orion Advisor software and Eclipse
  • CFA candidate/charter-holder, one or a combination of the Series 7, 63, 65, 66

*Registration does not imply a certain level of skill or training.

 

Company

Fielder is an investment adviser dedicated to serving individual and institutional investors. We are an independent, employee-owned, fee-only fiduciary.

Company info
Website
Telephone
2129139415
Location
1222 Demonbreun Street ste 1610
NASHVILLE
TN
37203
US

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