Trading Analyst

Sound Income Group LLC•Fort Lauderdale, FL

2h•Onsite

About The Position

The Trading Analyst will play a key role in supporting the daily investment operations of Sound Income Group. This position is responsible for executing trades, managing liquidations, performing account rebalances, and ensuring the accuracy and timeliness of all trading activities. Working in a dynamic, fast-paced environment, the analyst will collaborate closely with internal teams and financial advisors nationwide to maintain portfolio integrity and deliver exceptional client service. This role offers the opportunity to contribute to the firm’s trading strategy while supporting its mission to help investors achieve sustainable, income-focused results.

Requirements

5+ years’ experience in wealth management, finance, or business preferred
Bachelor’s degree in finance or related work experience
Strong analytical and detail-oriented aptitude; a high degree of accuracy required
Excellent communication and organizational skills
Ability to manage time effectively, set priorities, and meet deadlines
Ability to learn and adapt to change
Desire/ability to work successfully in a small team environment
Strong proficiency with the Microsoft Office suite, especially Excel
Prior experience with 3rd party trading software; Orion, Fidelity, Schwab
Ability to work for extended periods at a desk using a computer.
Ability to lift up to 10 pounds if/when necessary.
Routine use of telephone and email.
Office-based role with potential travel to conferences, events, and satellite offices as needed.

Responsibilities

Perform daily input of trades, liquidations, cash blocks, and any other account action to allocate funds to the requested portfolio model for new and existing clients
Daily input of trades with strict constraints to the clearing firm platforms
Process daily liquidation requests
Interface with Operations Dept to ensure proper paperwork and clear instructions for accurate trade entry are available
Help Portfolio managers with analyzing Security Performance and Pricing
Help other SIS team members with ad hoc projects
Prepare Internal and External Reports
Communicate & support our Financial Advisors across the US
Deliver reports and updates requested by the COO, CIO, CCO, CEO, Representative, or Manager