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