Investment and Trading Specialist

Investment and Trading Specialist | Central New Jersey

Reference Number: MHH6927 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an

Investment and Trading Specialist

to their team. This will be a unique opportunity to work in a collaborative environment to execute trades, analyze securities and provide support to the research committee. The ideal candidate has strong communication skills and a strong knowledge and interest in the stock market. Responsibilities and Requirements: Responsible for research and constructing reports on individual stocks. Research, analyze and write reviews on stock and bond mutual funds. Accountable for executing trades, rebalancing, and handling cash needs. Review available funds in deferred compensation and 401(k) plans and assist in building asset allocation models. Responsible for quarterly newsletters and industry knowledge professional development. 3+ year of experience required. Bachelor’s degree; designations such as CFA, CIMA highly desired. Strong interest in investing, stock markets, and data analysis required. Experience with software including MPI, Bloomberg, and Morningstar Workstation is a plus. Compensation:

Competitive base salary and benefits

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