Investment Trader

Investment Trader

This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Investment Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and Excel software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring.

Primary Responsibilities:

• Execute buy and sell orders for various securities, including stocks, bonds and derivatives.
• Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing
• Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software
• Collaborate with the portfolio management team to assist in model changes and implementation.
• Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items.
• Work with the Compliance Department as needed to address regulatory concerns or improper sales practices.
• Communicate with various team members and stakeholders regarding investment strategies and portfolio performance
• Other tasks as assigned

Primary Skills & Requirements:

• Experience: 2+ years of financial services experience in a trading, operations, or client support role. Experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.
• Education: Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.
• Licensing: FINRA Series 7 required. Series 65/66 required within 6 months.
• Must display Core Values
• Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes.
• Strong attention to detail
• Product knowledge in managed accounts, securities, and trading systems
• Strong conceptual skills with an ability to deliver big ideas that drive results
• Exceptional written and verbal communication skills