Hybrid Trading Analyst: Portfolio Trading & Analytics

The Mather Group; Chicago (IL); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Job summary

The Mather Group in Chicago, IL seeks a Trading Analyst to support investment operations, portfolio management, and trading execution across equities, ETFs, and fixed income, with money movement, model analysis, and portfolio reporting.

Hybrid full-time role with 1–3 years of experience; Bachelor’s in Finance or Economics preferred. Reports to Frank Pecucci; salary range is $65,000–$70,000 and requires strong analytical skills and attention to detail in a fast-paced environment.

Qualifications

• Bachelor's Degree in Finance or Economics preferred
• 1-3 years’ experience required
• Excellent analytical and quantitative skills
• High attention to detail
• Ability to work well under pressure in a fast-paced environment
• Self-motivated and proactive team player

Responsibilities

• Manage daily trading activity (Equities, ETFs and Fixed Income) and account maintenance within investment policies/guidelines
• Execute complex investment strategies using advanced rebalancing software
• Monitor cash balances and drift reports of managed portfolios
• Maintain accurate portfolio accounting for all clients and trading systems
• Ensure smooth account transitions and accurate implementation of investment decisions
• Collaborate with internal departments to support operations and committees
• Assist with report generation
• Ensure compliance with FINRA, SEC and internal policies

Job description

The Mather Group in Chicago, IL seeks a Trading Analyst to support investment operations, portfolio management, and trading execution across equities, ETFs, and fixed income, with money movement, model analysis, and portfolio reporting.

Hybrid full-time role with 1–3 years of experience; Bachelor’s in Finance or Economics preferred. Reports to Frank Pecucci; salary range is $65,000–$70,000 and requires strong analytical skills and attention to detail in a fast-paced environment.