Investment Analyst/ Trader

Job Description

Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

The Investment Management team is responsible for setting the firm's investment strategy, developing unique model portfolios, day-to-day oversight, trading, and rebalancing client portfolios across both public and private markets. This includes conducting rigorous macroeconomic and market research, managing asset allocation across risk profiles, selecting and monitoring investments through both bottom-up and top-down research, and driving innovation in our investment offerings across public and private markets. The department also supports client-facing teams through timely market commentary, investment education, slide decks, quarterly fact sheets, client analysis, external blogs, whitepapers, and media commentary. The team maintains disciplined oversight of risk management, trading operations, Compliance liaison functions, and performance attribution. Due to the size and collaborative structure of the team, all Investment Analyst/Trader roles are expected to develop working knowledge across both public and private markets, cross-functional support and knowledge sharing are essential to the team's effectiveness. As the strategic backbone of our investment platform, our team plays a central role in delivering consistent, high-quality investment outcomes to our clients, and reinforces Trajan Wealth's position as a leader in the investment management industry.

This role is onsite at our corporate office in Scottsdale AZ.

Duties and responsibilities

Trading & Portfolio Execution (40%)

• Execute daily trades across client accounts with precision and timeliness, including order entry, trade blotter management, and end-of-day reconciliations.
• Monitor trade activity, settlements, and reconciliations for both public and private market transactions to identify and correct trade discrepancies in a timely manner.
• Perform portfolio rebalancing and assist with model updates using a proprietary portfolio management system; maintain and update model files to reflect current allocations and strategy changes.
• Support compliance with best-execution standards and trading procedures for public markets; process private market subscriptions and redemptions, track capital calls, and coordinate with operations to ensure accurate and timely execution.

Portfolio Analytics & Research (30%)

• Conduct public company research and analysis, including fundamental and quantitative review of current and prospective holdings across core model portfolios.
• Contribute to ongoing monitoring of macroeconomic indicators, market trends, and asset class performance across both public and private markets; support core model research, analysis, and optimization.
• Support due diligence on public and private market investments, including evaluation of private equity, private credit, and alternative strategies; communicate with private equity managers on ad hoc requests related to new and existing products, including quarterly updates and client-specific issues.
• Generate insights and support the creation of internal and external investment content, including model portfolio recommendations; serve as a resource to advisors by answering investment questions and recommending suitable products based on client profiles and goals.
• Develop and maintain key business relationships with asset managers, custodians, and third-party vendors; serve as a liaison with Compliance to ensure adherence to regulatory requirements across public and private market activities.

Client Reporting & Communication (20%)

• Generate quarterly factsheets for public and private market strategies, ensuring all required regulatory disclosures are included in coordination with Compliance; prepare and update market commentary and quarterly performance reports.
• Create client proposals and performance attribution analysis; conduct client portfolio analysis by benchmarking existing holdings against relevant indices and model portfolio recommendations to support advisor-driven conversations.
• Collaborate with client-facing teams to produce high-quality, client-ready materials; support both advisors and operations as needed with investment-related inquiries, reporting, and workflow coordination for public and private market strategies.

Process Improvement & Strategic Projects (10%)

• Identify, recommend, and implement improvements to streamline workflows and reduce operational risk.
• Assist in the development of scalable systems and reporting solutions.
• Participate in firmwide initiatives, including technology integration and content creation.
• Additional duties as required.

Qualifications

• Undergraduate degree in finance, economics, accounting, or related field.
• Working knowledge of financial markets, portfolio construction, and trading mechanics across both public and private markets; familiarity with private equity, private credit, or alternative investment structures is a plus.
• Completion of or progress towards the CFA, CFP, or other industry designations, or a willingness to pursue.
• High attention to detail and accuracy in a fast-paced environment.
• Ability to meet deadlines, "can do" attitude.
• Strong analytical and problem-solving skills.
• Excellent written and oral communication abilities.
• Team-oriented mindset with a proactive, creative, resourceful attitude.
• Commitment to confidentiality, fiduciary ethics, and client-first standards.
• Proficiency with Excel, portfolio management systems, and custodians.

Benefits

• $55,000 to $60,000 base salary plus bonus
• Undergraduate degree in finance, economics, accounting, or related field.
• Working knowledge of financial markets, portfolio construction, and trading mechanics across both public and private markets; familiarity with private equity, private credit, or alternative investment structures is a plus.
• Completion of or progress towards the CFA, CFP, or other industry designations, or a willingness to pursue.
• High attention to detail and accuracy in a fast-paced environment.
• Ability to meet deadlines, "can do" attitude.
• Strong analytical and problem-solving skills.
• Excellent written and oral communication abilities.
• Team-oriented mindset with a proactive, creative, resourceful attitude.
• Commitment to confidentiality, fiduciary ethics, and client-first standards.
• Proficiency with Excel, portfolio management systems, and custodians.

Come and join a team that is making a difference in their clients and employee's lives!