Trader

Clearstead Advisors LLC•Norfolk, VA

23h•Onsite

About The Position

We are seeking a Trader as part of our Trading Department Team at our Norfolk, VA wealth management firm. The candidate will be part of small team with a high level of responsibility in contributing to the future growth of the firm. This role provides a unique chance to be involved in various aspects of our investment activities, going beyond a typical execution trading position.

Requirements

Bachelor’s Degree, preferably in business, finance, accounting, or equivalent
1 to 5 years of work experience in an investment related role
Ability to work well within a team and on a self-directed basis
Capable of working well under pressure, organizing and managing multiple priorities in a high-performing environment where time management and attention to detail are critical
Strong working knowledge of MS Office, specifically Excel and Word
Excellent interpersonal and communication skills, written and verbal

Nice To Haves

CFA candidates preferred
Strong working knowledge of Bloomberg, FactSet, Morningstar, or similar financial aggregator preferred

Responsibilities

Provide support to the Trading Department, as well as the Portfolio Managers
Be responsible for the trading and oversight of client portfolios, with a focus on fixed income securities
Contribute to our investment process through trade execution, operations, idea generation, and with an understanding of the financial markets.
Monitor performance and make adjustments as needed to optimize client portfolios
Effectively and proactively manage clients’ fixed income portfolios
Support equity and fixed income trading efforts
Regularly review client accounts to ensure alignment with client objectives and goals
Present in firm meetings on performance, portfolio positioning, and market commentary
Support the firm’s Investment Committee across various initiatives as directed
Other duties as assigned