Stratos Private Wealth is a wealth management firm that combines financial planning, life coaching, and investment management. They are seeking a Trader & Investment Analyst to execute trades, monitor portfolios, and conduct investment research within a collaborative environment.
Responsibilities
- Execute trades across equities, ETFs, mutual funds, and fixed income to support rebalancing, tax-loss harvesting, allocation changes, dollar-cost averaging, and cash management
- Monitor portfolios for drift and cash tolerance, proactively identifying issues and recommending solutions to advisors and the portfolio management team
- Support advisors with transition analysis, gain/loss estimates, and time-sensitive investment requests
- Maintain and manage portfolio accounting and performance data in Orion software, ensuring accuracy across asset classifications, benchmarks, householding, and reporting
- Prepare and distribute performance reports and serve as a go-to resource for advisor questions related to performance and portfolio data
- Reconcile data across Orion, custodial platforms, and CRM systems to ensure consistency and reliability
- Conduct investment research and analysis using YCharts to support advisor recommendations and client conversations
- Participate in portfolio reviews, collaborate with investment managers, and contribute to research and special projects
Skills
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- 1+ years experience in financial services, investment operations, trading, or portfolio administration
- Strong attention to detail with a high standard for accuracy and follow-through
- Clear, professional communication skills with a client-service mindset
- Advanced proficiency in Excel and comfort working with data and reports
- Experience with CRM, portfolio accounting, and investment analysis software, familiarity with Salesforce, Ycharts, and Orion is a plus
Benefits
- Performance-based bonus (10-15% of base salary) and a New Money bonus when new clients join the firm.
- 100% employer-paid medical insurance for employees, optional employee paid dental and vision coverage
- 6% 401(k) match
- 10 paid holidays, 2 Floating Holidays, 13 vacation days (18 days after two years), 7 sick days, Summer Fridays (short day)
- Remote work every Friday + 26 flex remote days
- 100% education reimbursement for approved programs
- Modern Workspaces: A state-of-the-art office with triple monitors, standing desks, and complimentary drinks and snacks.
- We conduct bi-annual engagement surveys, bi-weekly team meetings, weekly 1-on-1 meetings with managers, and regular team events to foster collaboration and ensure every voice is heard.
- We offer a “Better Way” bonus for improving processes and procedures.
- We support team members in building skills and experience through hands-on training, close collaboration with experienced professionals, and meaningful involvement in day-to-day client and portfolio support.
- Team members receive regular feedback and coaching to support strong performance, continuous learning, and professional growth, including a professional development plan and performance review twice a year.
- We offer in-house training throughout the year and encourage ongoing learning through our continuing education program, including education reimbursement for approved courses.
Company Overview
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