Equity Sales Trading, Executive Director

Data Analysis Inc. • Boston, MA

5d • Onsite

About The Position

William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.

Trade execution agent between clients and the equity marketplace.

Requirements

• Bachelor degree or higher in related field
• Perform all work and activities with honesty and integrity
• Take personal responsibility for productivity, quality and timeliness of work
• Effectively communicate (and listen) clearly, professionally, politely and persuasively in all situations; respond well and in a reasonable, timely manner
• Challenge conventional practices and use creativity and information to lead, innovate, problem solve, and implement ideas to contribute to the growth of the organization
• Support and meet company/department goals and core values
• Collaborate with co-workers to achieve common goals
• Problem Solving/Analysis
• Technical Capacity
• Time Management

Responsibilities

• Executes equity orders accurately and timely as presented by clients
• Communicates effectively and concisely information surrounding a client’s order
• Reviews execution transactions to ensure accuracy of information and to ensure trades conform to regulatory requirements of governing agencies
• Develops and implements short and long term sales and trading strategies to achieve revenue growth goals
• Develops and cultivates new client relationships
• Performs other duties as requested by management

What This Job Offers

• Job Type: Full-time
• Career Level: Executive