Trading Analyst

divh2Trading Associate/h2pZuckerman Investment Group is looking for a Trading Associate with three to seven years of experience to join our team. This position is a unique opportunity to participate in the expansion of an established wealth management firm and offers great growth potential. You will gain valuable experience and knowledge as you execute across several aspects of the investment and wealth management business with the opportunity to take ownership of, and further develop, this important function within the firm and make increasingly strategic contributions over time./ppJOB FUNCTION RESPONSIBILITIES:/pulliExecute, with the guidance of the portfolio manager, all aspects of security trading processes, including security setup, order creation, third party trading communication, allocations and trade reconciliation/liliSupport the portfolio management process and decision making, including data collection, reporting, analysis, individual account management, position sizing and ad hoc special projects/liliWork to continually improve the firms reporting, portfolio management, trading, allocation and reconciliation capabilities and processes/liliBuild productive working relationships, both internally with senior leadership, portfolio managers and advisors and externally with brokers, trading partners and custodians/liliEnsure data integrity throughout the portfolio management and trading processes and complete compliance with the firms policies and procedures/liliAssist with due diligence on existing and prospective security holdings, including investigative field research, reading transcripts and financial documents, data collection and analysis and financial modeling/liliPrepare materials for client meetings to support the generation of financial recommendations, including data collection and analysis, researching regulatory, tax and estate planning policy, financial modeling and pictorially and verbally communicating counsel/liliPrepare and maintain sales and marketing materials and communications, including regular, recurring financial market and economic overviews, commentaries, and non-recurring special projects regarding current and timely financial and economic events/li/ulpSKILLS EXPERIENCE:/pulliUnbreachable ethical standards and personal integrity/liliHighly organized, extremely detail-oriented, and able to multi-task with time-sensitive items/liliComfortable working within, and continually improving, technology-driven and -enabled systems and processes/liliProficiency with Microsoft Office, particularly Microsoft Excel/liliProfessional experience trading securities preferred, but not required/liliExperience with SSC Advents APX and Moxy preferred, but not required/liliExperience with Orion, RedBlack preferred, but not required/liliExperience with Bloomberg and FactSet preferred, but not required/liliExperience with SQL Server preferred, but not required/li/ulpEDUCATION QUALIFICATIONS:/pulliBachelors Degree/liliMaintain CFA designation preferred/liliInterest in pursuing the CFA professional designation/lili3+ years of relevant experience/li/ulpSALARY AND BENEFITS:/ppThe base pay range for this position is $75,000 - $125,000 annually. Actual compensation may vary based on factors such as education, experience, and skills./ppPlease note that salary is only one component of total compensation. We provide industry-competitive salaries and significant incentive plan opportunities, a generous profit sharing 401(k) retirement plan, health insurance, life insurance, short-term and long-term disability programs, a hybrid work environment and paid-time-off programs and opportunities for growth within the firm. This role is also eligible for bonus, subject to company policy./ppCompensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience./ppVisa sponsorship is not available for this position./p/div