Portfolio Specialist and Trader

e2 Retirement Consulting, LLC seeking a highly motivated and skilled Portfolio Specialist and Trader to join our dynamic financial team. As a Portfolio Specialist and Trader, you will be responsible for executing trades on behalf of clients and managing investment portfolios. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to make quick decisions under pressure. The ideal candidate will possess a solid foundation in financial concepts and risk management, along with proficiency in financial software.

Responsibilities

- Execute buy and sell orders for various securities, including stocks, bonds, and derivatives.

- Monitor market trends and analyze financial data to identify trading opportunities.

- Conduct thorough financial analysis to assess the performance of investment portfolios.

- Ensure compliance with securities law and regulations while managing trades.

- Collaborate with asset management teams to develop investment strategies.

- Utilize financial software to track portfolio performance and generate reports.

- Maintain up-to-date knowledge of market conditions and economic indicators.

- Communicate effectively with financial advisor and clients regarding investment strategies and portfolio performance.

Qualifications

- Bachelor's degree in Finance, Economics, or a related field is preferred.

- Five or more years of experience.

- Series 7, 66 securities licenses preferred. - Strong understanding of financial services and asset management principles. - Proficiency in mathematical concepts relevant to trading activities.

- Familiarity with securities law and regulatory requirements.

- Demonstrated financial acumen with the ability to analyze complex data sets.

- Experience using financial software for trading and analysis purposes.

- Excellent risk management skills to mitigate potential losses in volatile markets.

- Strong communication skills, both verbal and written, with the ability to explain complex concepts clearly.

Join our team as a Portfolio Specialist and Trader where you can leverage your expertise in finance while contributing to our clients' success in the ever-evolving market landscape.