Investment Analyst, TRPG

2 weeks ago


St Louis, Missouri, United States Cetera Full time

At TRPG, a subsidiary of Cetera Financial Group, Inc., we are committed to fostering an environment of continuous growth and excellence. We seek individuals who can contribute to our success and embrace the evolving nature of our business. Our organization offers a variety of opportunities that promote professional development and advancement. If you are a proactive individual who adapts well to change and thrives in a dynamic setting, your potential for success is boundless.

Key Responsibilities:

  • Execute trades, manage cash distributions, and implement investment strategies effectively.
  • Conduct weekly account reviews to identify opportunities for tax harvesting, rebalancing, cash allocation, and replenishment.
  • Utilize advanced trading platforms and software to facilitate efficient order execution.
  • Oversee and enhance trading portfolios while ensuring compliance with risk management guidelines.
  • Stay updated on market trends, regulatory changes, and industry developments that may influence trading activities.
  • Respond promptly and effectively to shifts in market conditions or portfolio adjustments.
  • Collaborate with the Investment Manager to assess and refine processes or systems for improved efficiency.
  • Engage with wealth managers and client service teams regarding trade-related matters.

Qualifications:

  • A Bachelor's degree in finance, economics, mathematics, or a related discipline, or equivalent experience.
  • Possession of an active Series 65 license.
  • A foundational understanding of risk management principles and compliance regulations.

Compensation:

The annual salary range for this position is between $55,000 and $70,000, complemented by a competitive performance-based bonus. The base salary is influenced by various factors, including skills, experience, certifications, and geographic considerations.

#LI-Hybrid



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