Trading Analyst

The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.

As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind

You don’t get one advisor – you get The Mather Group.

Trading Analyst

The Trading Analyst plays a critical role in supporting the firm’s investment operations and portfolio management activities. This position is responsible for portfolio trading and execution, money movement, model analysis, and portfolio reporting, while closely monitoring portfolio performance and risk exposures. The Trading Analyst will also support back-office operational processes and actively utilize portfolio management and trading systems to ensure accuracy, efficiency, and compliance. Acting independently within established investment policy guidelines, this role requires strong analytical judgment and the ability to manage complex portfolios in a fast-paced, detail-oriented environment.

Role Responsibilities

• Manage daily trading activity (Equities, ETFs and Fixed Income) and account maintenance, following investment policies/guidelines and within designated portfolio models
• Execution of complex investment strategies using advanced rebalancing software
• Monitor cash balances and drift reports of managed portfolios
• Maintain accurate portfolio accounting for all clients and accounts and trading system across all areas of the firm
• Ensure smooth account transition process and accurate implementation of investment decisions, working closely with various internal departments
• Monitor cash balances and drift reports of managed portfolios
• Work in partnership to support internal departments and committees
• Assist with report generation
• Ensure compliance with FINRA, SEC and other governing entities, as well as internal compliance policies and procedures

Required Experience

• Bachelors Degree in Finance or Economics preferred
• 1-3 years’ experience required,
• Previous experience as a Trading Analyst and/or extensive industry experience preferred
• Excellent analytical and quantitative skills
• High attention to detail
• Ability to work well, under pressure in a fast-paced environment
• Self-motivated and proactive team player

Role Information

• Status: Full-Time (Hybrid)
• Location: Chicago, IL
• Reports to: Frank Pecucci, Senior Director of Trading