What are the responsibilities and job description for the Trading Strategist - SO Capital position at Jobs via eFinancialCareers?
About SO Capital
SO Capital is a privately held investment group managing permanent private capital with a long term investment horizon. We partner with experienced market professionals to deploy capital thoughtfully across public and private markets, free from asset-gathering pressures and short-term incentives.
This role offers direct access to decision makers and the ability to influence investment outcomes meaningfully.
The Role
We are seeking an experienced Investment Advisor / Trading Strategist to recommend and support trade execution across US public markets.
The successful candidate will act as a trusted advisor, contributing ideas, market insight, and execution guidance rather than operating within a volume driven brokerage model.
Key responsibilities include:
Applicants should submit a CV and a brief overview of their background and approach to public markets. All applications will be handled with strict confidentiality.
SO Capital is a privately held investment group managing permanent private capital with a long term investment horizon. We partner with experienced market professionals to deploy capital thoughtfully across public and private markets, free from asset-gathering pressures and short-term incentives.
This role offers direct access to decision makers and the ability to influence investment outcomes meaningfully.
The Role
We are seeking an experienced Investment Advisor / Trading Strategist to recommend and support trade execution across US public markets.
The successful candidate will act as a trusted advisor, contributing ideas, market insight, and execution guidance rather than operating within a volume driven brokerage model.
Key responsibilities include:
- Recommending equity, ETF, and listed derivatives trades in US markets
- Advising on trade structure, timing, position sizing, and risk management
- Providing tactical and thematic ideas aligned with a long term capital base
- Supporting portfolio construction and ongoing trade review
- Maintaining high standards of discretion, professionalism, and regulatory compliance
- 10 years’ experience in institutional brokerage, private wealth, proprietary trading, hedge fund execution, or a comparable environment
- Demonstrated experience advising high-net-worth individuals, family offices, or institutional capital
- Deep understanding of US market structure, liquidity, and macro drivers
- Strong judgment during periods of market volatility
- Registered and authorised to advise and execute in US markets, as applicable
- No asset-gathering or sales targets
- Single capital base with a long-term horizon
- Direct access to capital decision-makers
- Emphasis on quality of ideas, not transaction volume
- Flexible engagement structure for the right individual
- Competitive base or retainer
- Performance-linked upside aligned with portfolio outcomes
- Long-term relationship focus
- Part time role
- Bonus structure to be negotiated
Applicants should submit a CV and a brief overview of their background and approach to public markets. All applications will be handled with strict confidentiality.