Junior Investment Analyst/ Portfolio Trader

Job Overview:

We are seeking a Junior Investment Analyst/Portfolio Trader who is detail-oriented, dependable, and highly organized to support our investment and trading teams. The successful candidate will assist our senior staff in managing our client portfolios, supporting analysts with meeting preparation, updating systems to track client communications and activity. Adaptability and a focus on team success are essential as you will work in a fast-paced, dynamic environment, contributing to the overall performance of the firm.

Key Responsibilities:

• Assist in the management of client portfolios.
• Support senior traders in executing trades and ensuring trade accuracy and compliance.

Communicate with clients and update on trades and account reviews.

• Collaborate with team members to implement investment strategies.
• Maintain organized records of trading activities, research, and client portfolios.
• Provide administrative support for the portfolio management process, including the reconciliation of accounts and generation of trade documentation.

Qualifications:

• Bachelor’s degree or equivalent work experience
• Series 7 and 66 (or equivalent)
• Strong analytical skills and attention to detail.
• Ability to work collaboratively in a team environment.
• Excellent organizational skills and the ability to manage multiple tasks simultaneously.
• Adaptability to changing market conditions and team dynamics.
• Proficiency in Microsoft Excel, financial modeling, and relevant software applications or ability to learn these quickly.
• Knowledge of trading platforms and market regulations.

Personal Attributes:

Detail-oriented: Demonstrates a strong ability to manage data and complex financial information with accuracy.

Team player: Works effectively with others and focuses on contributing to the team’s overall success.

Dependable: Shows a high level of reliability and accountability in day-to-day tasks.

Organized: Manages time and workload effectively, keeping tasks and information structured.

Adaptable: Thrives in a dynamic environment and is willing to adjust to evolving market conditions and team needs.

Benefits:

Competitive salary

Opportunities for professional growth

Dental, vision and retirement benefits

Collaborative and supportive work environment

To Apply:

Please submit your resume and a cover letter detailing your qualifications and interest in the position.

Working Conditions:

• None: The worker is not substantially exposed to adverse environmental conditions (as in typical office or administrative work).

Physical Requirements:

Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling. Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction and having the ability to receive detailed information through oral communication and making fine discriminations in sound. Repetitive motions: Making substantial movements (motions) of the wrists, hands, and/or fingers.

Blair L Martin provides equal employment opportunities to all applicants and employees and strictly prohibits any type of harassment or discrimination in regard to race, religion, age, color, sex, disability status, national origin, genetics, sexual orientation, protected veteran status, gender expression, gender identity, or any other characteristic protected under federal, state, and/or local laws.

Consistent with the Americans with Disabilities Act (ADA), it is the policy of Blair L Martin to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process.