What are the responsibilities and job description for the Portfolio Manager/Trader position at Robbins Farley LLC?
We are seeking a highly motivated Trader/Portfolio Manager to join our team. The ideal candidate is self motivated, organized, detail oriented and team oriented. The role is responsible for executing and reconciling trades, recommending trades at both the account and model level while considering taxation and diversification. Additionally, this role is responsible for conducting research and analysis of existing securities and proposal of new securities. The candidate will stay appraised of economic conditions, position related earnings releases, investor presentations, and other relevant market developments. They will analyze holdings using both fundamental and technical analysis to provide actionable insights and recommendations to the investment team.
Qualifications:
- Bachelor's degree in Finance, Economics, or related field.
- 5 years of experience in trading or portfolio management within an RIA or financial services firm.
- Series 65 or willingness to obtain within a specified timeframe.
- Strong understanding of trading platforms, financial markets, and investment products.
- Knowledge of tax-efficient trading strategies and asset allocation principles.
- Proficiency in portfolio management software and trading systems.
- Excellent analytical, organizational, and problem-solving skills.
- Strong communication and collaboration abilities.
- Exemplifies very high professional standards, honesty, and integrity.
- Ability to thrive in a fast-paced, team-oriented environment.
Preferred Qualifications:
- CFA or CFP designation (or progress toward) is a plus.
- Experience with portfolio accounting and performance reporting systems.
Job Type: Full-time
Pay: $90,000.00 - $105,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Volunteer time off
Schedule:
- Monday to Friday
Ability to Commute:
- Bedford, NH 03110 (Required)
Ability to Relocate:
- Bedford, NH 03110: Relocate before starting work (Required)
Work Location: In person
Salary : $90,000 - $105,000