Portfolio Trader & Trade Administrator

D.A. Davidson Companies; Great Falls (MT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental and Vision benefits

401(k) and ESOP contribution

Generous leave policies

Tuition Reimbursement

Charitable gift matching

Job summary

A financial services company in Great Falls seeks an experienced trader to join its investment team. This role focuses on executing trades for fixed income and equity portfolios, analyzing client needs, and contributing to team efficiency. The ideal candidate holds a bachelor's degree related to finance and has over two years of trading experience. Strong communication, problem-solving skills, and a detail-oriented approach are essential. Competitive salary and excellent benefits are offered.

Qualifications

• 2+ years of experience in equity and/or fixed income trading.
• Ability to work independently and provide solutions.
• Detail-oriented with good organizational skills.

Responsibilities

• Execute trades for fixed income and equity portfolios.
• Analyze client portfolios for strategy implementation.
• Facilitate communication of trade details.

Skills

Equity trading

Fixed income trading

Microsoft Office

Excel

Organizational skills

Communication skills

Problem-solving

Education

Bachelor’s degree in finance, business or a related field

Job description

A financial services company in Great Falls seeks an experienced trader to join its investment team. This role focuses on executing trades for fixed income and equity portfolios, analyzing client needs, and contributing to team efficiency. The ideal candidate holds a bachelor's degree related to finance and has over two years of trading experience. Strong communication, problem-solving skills, and a detail-oriented approach are essential. Competitive salary and excellent benefits are offered.