What are the responsibilities and job description for the Trading Specialist position at Donaldson Capital Management?
About Us
At Donaldson Capital Management (DCM), we excel by combining integrity, innovation, and a dedication to client success. The Trading Specialist role is central to executing investment strategies, ensuring precision in trading activities, and driving portfolio performance. Join a team that values excellence and fosters collaboration at every level.
This job requires the employee to be in office at our headquarters located in Evansville, IN.
Key Responsibilities
- Strategic Trading Execution:
Manage and execute trades across equity, mutual fund, and fixed-income markets. Handle tax-loss harvesting, opportunistic rebalancing, and cash flow adjustments. - Portfolio Management:
Monitor and rebalance portfolios to align with client goals. Accounts are actively managed, and traders conduct manual reviews and document portfolio strategies in CRM systems. - Data Analysis & Insights:
Generate queries and reports to support investment decision-making. Model scenarios and provide actionable insights to advisors and the Investment Policy Committee. - Collaboration & Leadership:
Partner with Advisors and Client Services to address client needs effectively. Contribute to workflow improvements and mentor junior team members. - Policy Development:
Assist in creating and refining trading policies and procedures to enhance efficiency and compliance.
Skills & Qualifications
- Education:
- Bachelor’s degree in finance, economics, business, or a related field.
- Licenses & Certifications:
- Series 65 license or willingness to obtain within 120 days.
- Experience:
- 2-5 years of experience in trading, financial services, or a related field.
- Skills:
- Deep understanding of trading principles, market dynamics, and DCM portfolio management strategies.
- Experience in trading and portfolio management systems such as Orion, Salesforce, Blaze, Addepar and/or Bloomberg.
- Strong analytical, problem-solving, and decision-making abilities.
- Exceptional communication and organizational skills.
- Ability to thrive in high-pressure environments and manage multiple priorities.
- Collaborative mindset with a focus on achieving team goals.
Why Join Us?
At DCM, we empower you to excel and grow. Work alongside industry leaders in a dynamic environment that values innovation, collaboration, and excellence. Enjoy a clear path for career progression, competitive compensation, and the chance to make a meaningful impact—all while working in our Evansville, Indiana office.
BENEFITS
Compensation
We have a robust compensation model. Fixed compensation includes a base salary and certification-designation-degree pay. Variable pay consists of a revenue pool program and kicker incentives.
Retirement
401(k) pre-tax or post-tax is at a 4% total compensation match, and annual profit sharing is currently at 9%.
PTO
Team members are not limited to a specific number of vacation, personal, or sick days: workplace flexibility, maternity, and parental time off.
Health
Medical, Vision, Dental, Supplemental, HSA, Dependent Care FSA, ST, and LT Disability, Life and AD&D.
Professional Growth
Education Advancement, Continuing Education Reimbursement Program, Career Coaching.
Financial Health
SMARTMap, Financial Planning, No Fees for Investment Management.
Equipment
Cell phone, laptop, monitors, and remote accessories if needed.
Other
Wholesale club membership, parking garage, annual charitable donation.
Salary : $66,000 - $80,000
