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.


  • 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


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


  • 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.


  • 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
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. By applying to a job using RedHired you are agreeing to comply with and be subject to the RedHired Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.