Investment Trader

Integrity Marketing Group•Urbandale, IA

About The Position

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.

Requirements

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.
Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.
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.

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.
Review 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.
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.