Investment Trade Analyst at KBW Financial

Top Wealth Management firm here in Boston has a need for an Investment Trade Analyst who will not only be responsible for the timely and accurate trading of stocks, bonds, mutual funds, and ETFs while also helping with inbound and outbound cash flows, but who will have the ability to sit in and participate on all Investment meetings at a high level. 

Responsibilities

• Responsible for the timely and accurate trading of stocks, bonds, mutual funds, and ETFs, portfolios, and implement Investment committee decisions

• Communicate with broker dealers to ensure trades are executed in the most advantageous method

• Work through all settlement issues between custodian and broker dealers

• Help to support trade operations

• Research investment topics and provide analytical support to Investment Committee utilizing analytical tools from Bloomberg 

Qualifications

• Bachelors degree with strong academic achievements

• The candidate is expected to sit for and pass Series 65 examination within first 6 months

• 2+ years of past experience in trading or operations trading is highly sought after

KBW789
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