Trader / Investment Analyst (PM Responsibilities)

Pointwealth Capital Management•Los Angeles, CA

11d•$100,000 - $200,000•Onsite

About The Position

Pointwealth Capital Management is seeking an experienced Investment Analyst, Trader, or Portfolio Manager for their boutique investment firm in Encino, CA. The firm manages over $500M in client assets. This role will have a leading hand in the investment strategy and execution of the firm, involving daily investment operations, trading, research, and analysis. The position requires an individual who can problem-solve independently, utilize extensive resources, and communicate proactively. The firm is looking for someone eager to grow with a smaller, established firm, offering limitless financial and professional advancement. This role is integral to the firm's future growth, allowing the individual to make a significant impact from day one. It is a fast-paced, rewarding role with opportunities for growth.

Requirements

Bachelor's degree
5+ years of relevant experience in portfolio management, trading, or investment analysis
Fully licensed: SIE, Series 7, and 63/65 or 66 required, or ability to obtain within 60 days of hire date
High proficiency with Microsoft Office (Word, Excel, PowerPoint, etc.)
Strong oral and written communication skills, with effective interpersonal skills
Ability to work independently and collaboratively in a fast-paced, detail-oriented environment
Excellent multi-tasking and prioritization skills
Great team attitude and strong ethical character
Coachable, proactive, and willing to take on tasks at any level ("no task too small" mentality)
Commitment to the firm's growth as well as your own professional and personal development

Responsibilities

Manage and monitor firm investment models
Execute all trading and portfolio rebalancing
Monitor portfolio performance and recommend changes based on market conditions, client circumstances, and investment objectives
Conduct investment research and due diligence on mutual funds, ETFs, individual securities, separately managed accounts (SMAs), fixed income investments, and alternative investments
Collaborate with financial advisors to develop customized investment recommendations and support client meetings when needed
Monitor economic trends, market developments, interest rate movements, and geopolitical events that may impact client portfolios
Ensure all trading activities comply with regulatory and firm compliance policies
Work closely with operations and compliance teams to resolve trading, reconciliation, and account-related issues
Respond promptly to advisor and client investment inquiries
Perform ad-hoc duties as assigned to support the firm's investment management and client service objectives