Trader & Investment Analyst
Position Summary
Responsible for executing equity and fixed-income trades on behalf of portfolio managers, supporting portfolio implementation, liquidity management, and investment operations. The role involved end-to-end trade execution, account rebalancing, and analytical support across public and private investment vehicles while maintaining accuracy, compliance, and operational efficiency.
Key Responsibilities
Execute directed equity and fixed-income trades and rebalance client portfolios in accordance with portfolio manager instructions and investment models.
Manage the full trade lifecycle, including trade entry across multiple platforms, execution monitoring, confirmation, settlement, and issue resolution.
Maintain, update, and monitor investment models to ensure alignment with portfolio strategies and asset allocation targets.
Conduct trade analysis and produce daily trading activity logs to support portfolio oversight and audit requirements.
Coordinate cash transfers between primary and sub-accounts to support portfolio liquidity and trading needs.
Process private equity capital calls and distributions, ensuring timely and accurate transaction execution.
Assist with special projects, including investment research, operational reviews, and process improvements.
Qualifications & Skills
Strong knowledge of financial markets, equities, fixed income securities, and trading operations.
Advanced proficiency in Excel; experience with Bloomberg or FactSet preferred.
Exceptional attention to detail, organizational skills, and ability to manage multiple priorities in a high-volume environment.
Strong analytical, communication, and independent decision-making capabilities.
Team-oriented, service-focused professional with high integrity and a strong work ethic.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
Trader/Investment Analyst • Pasadena, CA, United States
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