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Investment Trading Specialist

Summary

Title: Investment Trading Specialist
Location: Downers Grove, IL

Description

JMG is in search of a full-time Investment Trading Specialist to perform a variety of investment-related duties for the company. This individual must possess excellent organizational, multi-tasking and communication skills and must be able to work in a professional office environment. The position requires proficiency in Tamarac Trading, Excel and Microsoft Word with the ability to learn other business-related software. This role relies heavily on the use of Tamarac Trading and would include, but is not limited to, the following duties:

  • Program settings, both at a company level and client level
  • Maintaining and implementing company investment models
  • Implement tactical shifts
  • Monitoring managed account cash balances
  • Reviewing tax loss harvesting opportunities
  • Processing cash requests
  • Reviewing gifting requests and providing recommendations

A successful Investment Trading Specialist should be familiar with standard trading and Market procedures. This position assists and reports directly to the Chief Compliance Officer and works closely with the Chief Technology Officer, JMG Investment Committee, and Advisor Teams. This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis.

Education: Bachelor’s degree in applicable field is preferred; relevant experience is required.

Compensation: base salary plus overtime, bonuses and full benefits including health, dental and profit sharing.

JMG is an equal opportunity employer. www.jmgfinancial.com

To Apply

Your resume and cover letter referring to this posting are required to be considered. You can submit your contact information along with resume and cover letter in PDF format in the form below:

*Please note that due to security reasons, we will only accept files in PDF format, no larger than 50MB in size.