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Trading Analyst - Bouchey Financial Group

Posted: 02/09/2024

Experienced hire position with an opportunity to grow with an expanding independent wealth management firm. Bouchey Financial Group is looking for a candidate who is excited to work in a dynamic and entrepreneurial environment. An ideal candidate is a go-getter and team player who can serve as a trading analyst within the firm’s trading operations.

Responsibilities

  • Oversee the firm’s portfolio rebalancing software (Tamarac), including day-to-day portfolio adjustments, investing portfolios for new clients, tax loss harvesting, tactical rebalancing and improving the firm’s investment process utilizing the trading software.
  • Execute trades across various asset classes in a timely and efficient manner.
  • Collaborate with our vendors to ensure optimization of systems and integrations.
  • Assist in preparing the agenda and analysis for weekly investment committee meetings.
  • Ensure compliance with regulatory requirements and internal policies.
  • Effectively communicate with members of the trading team and investment committee.
  • Create and adjust new and existing firm processes and workflows.
  • Stay abreast of industry news and developments.

Requirements

  • Minimum of 3-5 years of RIA or financial services industry experience
  • Strong written and verbal communications skills
  • Background in financial services trading operations
  • Willingness to adapt to changes in industry trends and technologies
  • Desire & ability to work successfully in a small company environment
  • Demonstrated ability to drive execution and results
  • Team Player who is self-motivated to proactively solve problems and manage projects
  • Proficiency in excel
  • Bachelor’s degree in business, accounting, finance or economics (preferred)

Bouchey Financial Group is an independent IRA with offices in upstate New York (Troy & Saratoga Springs) and Boston, MA. We work with individuals, families and businesses and we currently manage more than $1 Billion in assets for our clients.

We are an equal opportunity employer offering excellent benefits and opportunities for career advancement. Please include a resume and cover letter when applying to this position.

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