Trading Specialist
About The Position
Inspire is the world's largest provider of faith-based ETFs, recognized for its commitment to innovation and excellence in the biblically responsible investment industry. Voted the best small company to work for in southwest Idaho, Inspire offers a collaborative, purpose-driven environment where values like stewardship and integrity are at the core of everything they do. The company seeks to inspire transformation for God's glory throughout the world and is looking for like-minded and mission-driven team members to join the movement. This Trading Specialist role is within the Investment Management Department and is responsible for providing aid and support for various operations within the portfolio management team.
Requirements
- Provide aid and support for various operations within the portfolio management team.
Responsibilities
- Enter trades for accounts to raise cash as needed/requested.
- Enter trades for new accounts or new cash deposits via Folio, Orion or directly with TDAmeritrade or Schwab as directed by the Director of Trading and Research.
- Enter trades for Quarterly Rebalancing via Folio & Orion as directed by the Director of Trading and Research.
- Review previous day trade activity for accuracy and completeness.
- Update investment management files/models with current Inspire Impact Scores as directed by the Director of Trading and Research.
- Keep SMA models up to date on portfolio management systems – Folio and Orion as directed by the Director of Trading and Research.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
