Investment Portfolio Associate

4 days ago


Burlington, Vermont, United States One Day In July LLC Full time
Investment Desk Associate

Job Summary:

We are seeking a highly motivated and detail-oriented Investment Desk Associate to join our team at One Day In July LLC. As an Investment Desk Associate, you will play a critical role in helping our firm trade client accounts, rebalance asset allocations, and review unique investment situations.

Key Responsibilities:

  • Trade and rebalance client accounts to optimize investment returns.
  • Identify opportunities to reduce taxes incurred by clients.
  • Process client requests and paperwork in a timely and efficient manner.
  • Construct spreadsheets for trading and client portfolio management.
  • Utilize our CRM to manage client portfolios and maintain detailed records.
  • Provide training and support to new advisors and staff.
  • Occasionally work directly with clients to address their investment needs.

Requirements:

To be successful in this role, you must have a Series 65 license. You will have 4 months to obtain this license, and exam study hours will be on your own time.

About One Day In July LLC:

We are an equal opportunity employer committed to providing personalized investment management and fiduciary financial advice to our clients. If you are passionate about investing and have a keen interest in learning about economics and financial markets, we encourage you to apply for this exciting opportunity.



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