Trading Investment Operations Associate

The Martin Financial Group; Wichita (KS); On-site; USD 60,000 - 80,000; Full time

Job summary

The Martin Financial Group in Wichita, KS is looking for a Trader to join their dynamic team. This position requires 3-5 years in wealth management, a Bachelor's degree in finance or related field, and expertise in Microsoft Office, especially Excel.

The Trader will ensure accuracy in trade processing and collaborate with the Investment Team on portfolio research. Strong communication skills and a desire for professional growth are essential. A hybrid work model is offered with competitive benefits.

Qualifications

• 3-5 years in the wealth management or investment management industry.
• FINRA SIE, Series 7 and 63 licenses required.
• Proficient in CRM or related software.

Responsibilities

• Facilitate and execute setup, maintenance, monitoring, and management of portfolio models.
• Coordinate with Portfolio Management Team for portfolio objectives.
• Communicate with advising team for trading and asset movement requests.

Skills

Expertise with Microsoft Office suite (Excel)

Strong understanding of financial markets

Critical thinking skills

Excellent verbal and written communication

Education

Bachelor’s degree in business administration, accounting, finance or related field

Tools

Microsoft Office Suite

Envestnet trading (Worksheet, Folio or Tamarac)

Job description

Job Description

The Martin Financial Group, a rapidly growing financial planning and advisory firm based in Wichita, KS is looking to hire a Trader. This individual will have the opportunity to grow and be a part of a national wealth management team that delivers customized wealth management and investment strategies, complex financial planning, and retirement income distribution strategies for our clients. We serve emerging affluent, high net-worth and ultra-high net-worth individuals, families, and business clients.

Role Profile Summary

A Trader with The Martin Financial Group focuses on helping the firm, its Advisors and Clients by ensuring accuracy and timeliness in trade processing. This role also collaborates with the entire Investment Team to contribute to portfolio and security research for the firm’s clients and advisors.

Core Responsibilities

• Facilitate and execute the setup, maintenance, monitoring, and management of Park Avenue Capital’s portfolio models.
• Coordinate with Park Avenue Capital’s Portfolio Management Team to implement rebalancing, tax-loss harvesting, and portfolio transition efforts across enterprise to align trading activities with portfolio objectives.
• Participate in managing and resolving portfolio variance and other Investment Policy alerts.
• Communicate with the firm’s advising team to ensure accurate and timely completion of ad-hoc trading and asset movement requests.

Qualifications

• Required
  • Bachelor’s degree in business administration, accounting, finance or related field or equivalent work experience.
  • Expertise with Microsoft Office suite of tools with an emphasis on Excel.
  • FINRA SIE, Series 7 and 63 licenses.
  • 3-5 years in the wealth management or investment management industry.
• Preferred
  • Experience with Envestnet trading (Worksheet, Folio or Tamarac)

Key Characteristics

• Strong desire for personal and professional growth.
• Approachable, respectful, and inclusive communication.
• Ability to give and receive constructive feedback.
• Ability to maintain confidentiality.
• Excellent verbal and written communication and interpersonal skills.
• Critical thinking skills and an ability to problem solve.
• Strong understanding of financial markets, instruments, and trading strategies.
• Ability to interpret data, analyze market trends, and make informed trading decisions.
• Proficient in Microsoft Office Suite or related software.
• Proficient in CRM or related software.
• Excellent organizational skills and attention to detail.