Investment Analyst and Trader

BFG Financial Advisors; Timonium (MD); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Profit sharing

Professional development

Job summary

BFG Financial Advisors seeks a skilled investment professional to manage and execute trades for all investment offerings in accordance with internal processes. The role emphasizes timely, accurate trade implementation and maintaining thorough due diligence notes.

You will monitor equity and fixed income holdings for rating changes, maintain investment records, and support the performance reporting system for clients and advisors.

Responsibilities

• Manage and execute trades for all investment offerings according to internal processes.
• Implement trades in a timely fashion with a high level of accuracy.
• Verify all direct business trades with the carrier in a timely fashion.
• Execute daily trading requests and rebalancing; maintain due diligence notes.
• Monitor equity and fixed income holdings for rating changes, liquidations, splits; communicate updates to senior analysts and advising team.
• Maintain inventory of firm investment assets; ensure holdings data and investment records are accurate for reporting and research.
• Maintain manager records in CRM and the investment playbook for the advisors.
• Prepare meeting summary reports for annuities.
• Assist with annuity paperwork, licensing, and appointments.
• Primary contact for the firms performance reporting system for clients and the team; coordinate data integration across systems.
• Assist with online issues for clients or staff; attend conferences and team meetings; train and mentor analysts and traders.
• Implement Plan of Work annually or as position evolves; serve on Investment Committee.

Job description

• Responsible for managing and executing trades for all investment offerings according to all internal processes.
• Implements trades in a timely fashion with a high level of accuracy.
• Verifies all direct business trades directly with the carrier in a timely fashion.
• Executes daily trading requests and rebalancing and maintains proper due diligence notes.
• Monitors the existing equity and fixed income holdings for rating changes, liquidations, splits, etc. and communicates these updates to the Senior Investment Analyst and/or advising team.
• Maintains inventory of firm investment assets, ensuring holdings data, manager information, and investment records remain accurate, current, and properly documented for reporting and research purposes.
• Maintains the manager records in the CRM and the investment playbook for the advisors.
• Prepares meeting summary reports for all annuities.
• Assists as needed with annuity paperwork, licensing, and appointments.
• Responsible for the firms performance reporting system and is the primary point of contact for the firms performance reporting system for both clients and the team.
• Coordinates the integration of household data, account values and performance information between all systems.
• Assists with online issues, errors and/or updates for either the client or staff members.
• Attends various conferences and workshops, as needed.
• Attends all team meetings & retreats, including the annual planning summit (optional).
• Trains and mentors other analysts, performance reporting analysts and traders.
• Handles other research analyst roles, performance reporting roles and trading roles during position vacancies or as needed
• Implements a Plan of Work annually, and/or if your position evolves.
• Serves on Investment Committee.

Salary Range: $70,000 – $80,000/year depending on experience. Benefits include paid time off, portion of health insurance, profit sharing, and professional development.