What are the responsibilities and job description for the Assistant Trader position at YCG Funds?
Assistant Trader
YCG Investments | Austin, Texas | Full-Time
YCG Investments is a boutique investment management firm headquartered in Austin, Texas, managing approximately $1.5 billion in assets for individuals, families, and institutions. Our investment approach centers on owning a concentrated portfolio of global champions — businesses that benefit from dominant network effects, possess additional checks on competing supply, serve large and broad end markets that we believe are highly likely to grow at least as fast as GDP, have built up significant untapped pricing power, are led by ownership-minded management teams, and have conservative balance sheets. We are focused on our disciplined investment approach and to serve people as the long-term wealth management partner they need to thrive.
We are a 9-person firm with the intellectual rigor of a world-class investment team and the nimbleness of a startup. This is not a large institutional environment — every person on our team has an outsized impact on the business.
We’re looking for an Assistant Trader to join our investment team. You’ll work directly with our senior trader on all aspects of portfolio execution for separately managed accounts and at times, the open end mutual fund portfolio we manage. The role will also include work supporting reporting, compliance, and analytical projects that will support the firm with daily operation projects. This is a hands-on role at a small firm where your work matters from day one.
What you’ll do:
• Execute trades and portfolio adjustments across 250 client accounts
• Build proforma portfolio recommendations for client cash raises and deposits
• Prepare and submit 13F filings and regulatory reports
• Update fact sheets, marketing presentations, and performance data
• Build and maintain Excel models for portfolio analysis and client reporting
What we’re looking for:
• Bachelor’s degree in Finance, Economics, or related field
• Exceptional recent graduate
• Advanced Excel skills and strong attention to detail
• Intellectual curiosity and alignment with long-term investing principles
What we offer:
• Competitive base salary competitive retirement package ($83,000 base* $17,000 SEP IRA contribution) *Includes variable annual profit-sharing bonus.
• Health insurance HSA contribution (PPO plan max contribution individual or family)
• Direct exposure to portfolio decision-making at a $1.5B firm
- • A culture built on intellectual rigor, integrity, and long-term thinking
Salary : $17,000 - $83,000