Portfolio Specialist and Trader

Job Description

Job Description

e2 Retirement Consulting, LLC seeking a highly motivated and skilled Portfolio Specialist and Trader to join our dynamic financial team. As a Portfolio Specialist and Trader, you will be responsible for executing trades on behalf of clients and managing investment portfolios. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to make quick decisions under pressure. The ideal candidate will possess a solid foundation in financial concepts and risk management, along with proficiency in financial software.

Responsibilities

- Execute buy and sell orders for various securities, including stocks, bonds, and derivatives.

- Monitor market trends and analyze financial data to identify trading opportunities.

- Conduct thorough financial analysis to assess the performance of investment portfolios.

- Ensure compliance with securities law and regulations while managing trades.

- Collaborate with asset management teams to develop investment strategies.

- Utilize financial software to track portfolio performance and generate reports.

- Maintain up-to-date knowledge of market conditions and economic indicators.

- Communicate effectively with financial advisor and clients regarding investment strategies and portfolio performance.

Qualifications

- Bachelor's degree in Finance, Economics, or a related field is preferred.

- Five or more years of experience.

- Series 7, 66 securities licenses preferred. - Strong understanding of financial services and asset management principles. - Proficiency in mathematical concepts relevant to trading activities.

- Familiarity with securities law and regulatory requirements.

- Demonstrated financial acumen with the ability to analyze complex data sets.

- Experience using financial software for trading and analysis purposes.

- Excellent risk management skills to mitigate potential losses in volatile markets.

- Strong communication skills, both verbal and written, with the ability to explain complex concepts clearly.

Join our team as a Portfolio Specialist and Trader where you can leverage your expertise in finance while contributing to our clients' success in the ever-evolving market landscape.

Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in Menomonee Falls, WI, just outside of Milwaukee. e2 Retirement Consulting is an independent advisory services firm focusing on comprehensive financial planning for individuals and full-service retirement plan consulting for companies and their participants. As Certified Financial Planner professionals, we are required the fiduciary standard of care, the highest in the financial service industry. Through clear communication, prudent due diligence and a personalized approach, we use our independence to craft custom solutions to the unique needs of our clientele.

Company Description

Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in Menomonee Falls, WI, just outside of Milwaukee. e2 Retirement Consulting is an independent advisory services firm focusing on comprehensive financial planning for individuals and full-service retirement plan consulting for companies and their participants. As Certified Financial Planner professionals, we are required the fiduciary standard of care, the highest in the financial service industry. Through clear communication, prudent due diligence and a personalized approach, we use our independence to craft custom solutions to the unique needs of our clientele.