Trading Analyst

We are a family owned and independent wealth management firm based in Chicago, IL. We offer a holistic spectrum of services, including comprehensive wealth management, proprietary asset management, and family legacy planning. We are looking for a Trading Analyst with three to seven years of experience to join our team.

Requirements

• Execute, with the guidance of the portfolio manager, all aspects of security trading processes
• Support the portfolio management process and decision making
• Work to continually improve the firm's reporting, portfolio management, trading, allocation and reconciliation capabilities and processes
• Build productive working relationships with senior leadership, portfolio managers and advisors and externally with brokers, trading partners and custodians

Benefits

• Industry-competitive salaries
• Significant incentive plan opportunities
• Generous profit sharing 401(k) retirement plan
• Health insurance
• Life insurance
• Short-term and long-term disability programs
• Hybrid work environment
• Paid-time-off programs