Investment Trader - Ann Arbor, United States - Retirement Income Solutions

Description

Job Description

Job Description

Position Profile: Investment Trader at Retirement Income Solutions

Retirement Income Solutions is a locally owned, independent Registered Investment Advisor based in Ann Arbor, Michigan. The firm was founded 30 years ago with the core belief that client relationships should be built upon a foundation of unparalleled trust, integrity, and personalized service. The team is led by industry veterans who have extensive backgrounds building and developing exceptional relationships and our proactive management approach offers customized investment strategies for over 1,200 clients representing over $2 billion in assets. We have developed a team of more than thirty Wealth Advisors and support professionals and are seeking to add an Investment Trader to our growing team.

The Investment Trader is a crucial role that is vital to our firm's success. The primary responsibilities in this position are to provide technical trade execution and administrative support for our Wealth Advisor teams. The person in this position focuses on supporting the teams from an investment management, trading, and product perspective, which includes executing mutual fund, ETF, and fixed income trades on various custodial platforms, monitoring and maintaining trading systems, and monitoring financial markets and products. Strong attention to detail, an interest in investment products and market execution, and the ability to multi-task and enter and interpret information quickly and accurately is of the utmost importance. Proficiency with Microsoft Office applications (Word, Excel, and Outlook) is required, and one to three years of finance industry knowledge is a plus.

The ideal candidate will have one to three years of experience providing investment support for a broker or financial advisor. This person must be disciplined and well organized, take ownership and display follow-through, have strong oral and written communication skills, and have the ability to prioritize and resolve issues in a fast-paced environment. This candidate must also work well in a team environment and have a passion for delivering superior customer service at all times.

Qualifications

· Bachelor's Degree (required)

· 1-3 years of investment experience

· Excellent analytical skills and ability to interpret complex data to make informed trading decisions

· Strong understanding of trading principles, market dynamics and risk management

· Ability to work effectively under pressure and make sound decisions in fast-paced trading environment

· Flexibility to adapt to change

· Proficiency with Microsoft Office Applications

· Excellent communication skills

· Ability to work independently and take initiative

· Series 65 a plus

Position Responsibilities

· Prepare analysis/research reports on various products including mutual funds, ETFs, and other related securities

· Provide analytical support for investment decisions

· Prepare graphs, tables, and charts for client presentations

· Analyze asset allocations within client portfolios

· Execute trades on various custodial platforms

· Monitor cash balances and daily transaction activity

· Monitor and resolve trade/investment related issues

· Prepare and draft ad-hoc reports and complete project requests

· Participate in company meetings

Benefits

· Competitive benefits package

Supplemental Pay

· Bonus compensation

Company DescriptionRetirement Income Solutions is a locally owned, independent Registered Investment Advisor based in Ann Arbor, Michigan. The firm was founded 30 years ago with the core belief that client relationships should be built upon a foundation of unparalleled trust, integrity, and personalized service. The team is led by industry veterans who have extensive backgrounds building and developing exceptional relationships and our proactive management approach offers customized investment strategies for over 1,200 clients representing over $2 billion in assets. We have developed a team of more than thirty Wealth Advisors and support professionals and are seeking to add an Investment Analyst to our growing team.

Company Description

Retirement Income Solutions is a locally owned, independent Registered Investment Advisor based in Ann Arbor, Michigan. The firm was founded 30 years ago with the core belief that client relationships should be built upon a foundation of unparalleled trust, integrity, and personalized service. The team is led by industry veterans who have extensive backgrounds building and developing exceptional relationships and our proactive management approach offers customized investment strategies for over 1,200 clients representing over $2 billion in assets. We have developed a team of more than thirty Wealth Advisors and support professionals and are seeking to add an Investment Analyst to our growing team.