Trading Specialist

Donaldson Capital Management•Indianapolis, IN

1d•$70,000 - $90,000•Remote

About The Position

Donaldson Capital Management (DCM), a registered investment advisor headquartered in Evansville, Indiana, is hiring a Trading Specialist. The role may be performed remotely or from DCM’s Evansville, Indianapolis, or Columbus offices. DCM describes its work environment as high-trust and high-challenge, with an emphasis on collaboration, integrity, and continuous learning. The Trading Specialist independently owns trade execution, from routine portfolio rebalances to complex cases requiring judgment, and works closely with advisors and the Investment Policy Committee. The role also supports portfolio monitoring, trade analysis, reconciliation, compliance, reporting, and the development of trading policies and procedures. The position offers a path to Senior Trading Specialist.

Requirements

Bachelor’s degree in finance, economics, business, or a related field.
Series 65 license, or willingness to obtain it within 120 days.
2 to 5 years of experience in trading or investment operations at an RIA, broker-dealer, or custodian.
Experience with Orion or a comparable portfolio accounting system and institutional Schwab and Fidelity trading platforms.
Strong understanding of trading principles, asset allocation, rebalancing, and tax-efficient trading.
Ability to learn and apply DCM’s portfolio management strategies.
Advanced Excel skills.
Strong analytical, problem-solving, and decision-making skills.
Sound judgment about when to resolve issues independently and when to escalate.
Ability to manage multiple priorities under time pressure.
Collaborative mindset focused on team goals.

Nice To Haves

Flyer experience preferred.

Responsibilities

Manage and execute trades across equities, mutual funds, ETFs, and fixed income, including tax-loss harvesting, opportunistic rebalancing, and cash flow adjustments.
Review proposed trades before release; aggregate and allocate block trades in accordance with firm allocation procedures where applicable.
Run model rebalances in Flyer from start to finish; monitor accounts for drift, cash, and restrictions; conduct manual reviews and document portfolio decisions in the CRM.
Reconcile executed trades against custodian records, confirm settlement, resolve trade breaks and errors directly with custodians, and escalate exceptions with a recommended path.
Support best execution review, trade allocation, and books-and-records requirements, maintaining documentation suitable for compliance review.
Build queries and reports to support investment decisions; model scenarios and provide insights to advisors and the Investment Policy Committee.
Partner with Advisors and Client Services to meet client needs; review Associate work, mentor junior team members, and contribute to workflow improvements.
Help create and refine trading policies and procedures to improve efficiency and compliance.
Report Flyer and Orion system issues to Tech Optimization.

Benefits

Base salary and variable compensation through a revenue pool program.
Certification, designation, and degree pay.
401(k) with a 4% total compensation match and annual profit sharing currently at 9%.
Vacation, personal, and sick days are not limited to a specific number.
Workplace flexibility, described as available approximately 6–8 months into the first year.
Maternity and parental time off.
Medical, vision, dental, and supplemental insurance.
Health Savings Account (HSA) and Dependent Care Flexible Spending Account (FSA).
Short-term and long-term disability insurance.
Life and AD&D insurance.
Education advancement support.
Continuing education reimbursement program.
Career coaching.
SMARTMap and financial planning.
No fees for investment management.
Cell phone, laptop, monitors, and remote accessories if needed.
Wholesale club membership.
Parking garage.
Annual charitable donation.