Trading and Research Assistant

Artistry Wealth; Indiana (PA); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Director of Operations to join their dynamic team. This entry-level role offers the chance to conduct in-depth research on investment opportunities, develop financial models, and prepare detailed equity research reports. You will collaborate closely with portfolio managers and investment professionals, gaining valuable insights while attending industry conferences and meetings. If you're a self-starter with strong analytical skills and a passion for finance, this is the perfect opportunity to kickstart your career in a supportive and collaborative environment.

Qualifications

• Self-starter attitude with excellent communication and interpersonal skills.
• Strong analytical skills and financial modeling expertise.

Responsibilities

• Conduct research on companies and market trends to identify investment opportunities.
• Develop financial models to forecast performance and assess valuations.

Skills

Analytical Skills

Financial Modeling

Communication Skills

Interpersonal Skills

Team Player

Job description

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Director of Operations at Artistry Wealth

What You’ll Do:

• Conduct comprehensive research on companies, industries, and market trends to identify promising investment opportunities.
• Develop and maintain financial models to forecast performance and assess valuation metrics.
• Prepare and present detailed equity research reports and investment recommendations.
• Collaborate closely with portfolio managers and investment professionals to support decision-making.
• Attend company meetings, industry conferences, and investor presentations to gather actionable insights.
• Stay ahead of the curve by monitoring financial news, earnings reports, and market developments.
• Step in with support on critical tasks such as generating investment proposal documents, handling trades during absences, and resolving missing cost basis issues.

What You Bring:

• A self-starter attitude with excellent communication and interpersonal skills.
• Strong analytical skills and financial modeling expertise.
• A team player mindset who can also work independently with minimal supervision.
• The ability to work effectively under pressure in a dynamic, collaborative environment.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Financial Services, Investment Management, and Investment Advice