Englewood, CO Full Time 2 weeks ago

Rapidly growing Registered Investment Advisor (RIA) is looking for an Investment Analyst / Trading Assistant that is Bloomberg certified, has advanced MS Office, Excel/VBA skills. Undergraduate degree in quantitative discipline, economics or business/finance/accounting required. Strong initiative, attention to detail and a collegial personality are expected. Ability to relocate to Denver a strong plus. Compensation commensurate with background, skills and experience.

Company:

  • Vineyard Global Advisors [https://www.vineyardglobaladvisors.com/] is boutique investment management firm that specializes in managing wealth for high net worth individuals, higher education endowment funds, and clients focused on risk management.
  • Our key principles and beliefs is that risk comes hand-in-hand with opportunity, and that poor risk management can be a significant obstacle to investors separating them from their long term financial goals.
  • Vineyard’s product slate covers a broad range of investment objectives. Our security selection process is based on data-driven research that resists the confusing headline noise of the day. Each of our strategies is founded on a rigorous, highly-sophisticated model that screens a given universe of securities for carefully selected “factors”—measurements we use to estimate a security’s potential. The rankings generated by our models are then put through further rounds of analysis to determine whether the timing is right for owning each individual security.

Description of role:

  • The Trader role involves the daily process of managing client accounts and advisor needs, through account model changes, strategic investment, and required distribution management.
  • Daily job tasks are initially split between trading activities for clients on a separate account basis and updating excel-based worksheets used for investment tracking and performance
  • In the future the candidate can expect to take on more in depth market research projects as well as guided training for fundamental, technical, and quantitative investment processes.

Pay range/benefits:

  • $55k-65k Base salary depending on experience, additional incentive based comp.
  • 401k match, Profit Sharing Program
  • Company paid career advancement in the CFA program
  • Hybrid work environment following onboarding and training.

Minimum requirements:

  • 4 year degree, preferably in Finance, Accounting, Mathematics, or Economics
  • Understanding of Financial Analysis Basics
  • Highly experienced in Microsoft office, especially Microsoft Excel

Preferred skills:

  • Experience with Bloomberg terminal
  • Data analytics, manipulation, and presentation

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Paid time off
  • Professional development assistance

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Application Question(s):

  • Willingness to master trading role before taking on additional responsibilities (6-12 months).

Expect to remain with company for longer term.

Education:

  • Bachelor's (Required)

Work Location: One location

  • Company:
    Vineyard Global Advisors
  • Job Type:
  • Posting Date:
    10th May 2022
  • Valid through:
    10th Jun 2022
  • Location:
  • Est. Salary:
    $55,000-65,000 / YEAR
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