Trading & Reporting Specialist

RMR Wealth Builders, Inc.; Scottsdale, Northern (AZ, KY); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with employer match

HSA with employer match

Paid vacation and holidays

Health, Dental, Vision, Life Insurance

Continuing education support

Job summary

RMR Wealth Builders, Inc. in Scottsdale, AZ is seeking a Trading & Reporting Specialist to join our Investment Management team in an in-person, full-time role.

This early-career position develops experience in trading, portfolio reporting, and wealth management, supporting trade execution, account monitoring, rebalancing, and reporting. You will gain hands-on exposure to investment strategies, model portfolios, and the firm’s trading processes.

Qualifications

• Bachelor's degree preferred; relevant experience may substitute.
• 0–3 years in financial services, wealth management, investment operations, trading, or related field.
• Interest in investment management and markets; strong analytical abilities; high attention to detail.

Responsibilities

• Execute trade instructions in client accounts and assist with block trades.
• Monitor accounts for rebalancing, cash management, and asset allocation needs.
• Ensure trading systems and workflows process trades accurately; review discrepancies.

Skills

Analytical thinking

Attention to detail

Problem-solving

Communication skills

Team collaboration

Education

Bachelor's degree (Finance, Economics, Accounting, Business or related)

Tools

Excel

MS Office

CRM systems

Job description

Job Location:
Scottsdale, AZ (In-Person, Full-Time Role)

RMR Wealth Builders, Inc. is seeking a Trading & Reporting Specialist to join our Investment Management team in our Scottsdale office.

This is an early-career opportunity for someone interested in developing experience in investment management, trading, portfolio reporting, and wealth management. The Trading & Reporting Specialist will support the day-to-day management of client portfolios through trade execution, account monitoring and rebalancing, investment and performance reporting, data management, and investment research.

This individual will work closely with members of our Investment Management team and gain hands-on exposure to the firm's investment strategies, model portfolios, trading processes, and Investment Committee.

We are not looking for an experienced trader or investment professional. Candidates may be new to the industry or have approximately 1–3 years of relevant experience. Prior securities licensing is welcomed but is not required at the time of hire.

Who Will Thrive in This Role

The right person for this position does not need to arrive as an experienced trader. We are looking for someone with the aptitude and interest of becoming a strong member of our Investment Management team.

You are naturally analytical and detail-oriented, comfortable working with numbers and data, and willing to dig into something when it does not look right. You understand that accuracy is critical when working with client accounts and investments and take ownership of seeing tasks through to completion.

As you develop in the role, you will gain greater exposure to trading, portfolio management, investment research, reporting, and the firm's overall investment process, with opportunities to take on additional responsibility as your knowledge and experience grow.

What You'll Do

• Execute trade instructions in client accounts and assist with block trades related to investment strategy and model changes.
• Monitor client accounts and assist with portfolio rebalancing, cash management, and investment allocation needs.
• Monitor trading systems and workflows to ensure trades and related activity are processed accurately.
• Review trading activity and assist with identifying and resolving discrepancies.
• Help maintain the accuracy of client and portfolio data across the firm's trading, reporting, and CRM systems.
• Build and maintain investment allocations for retirement plan participants and other customized portfolio situations.
• Assist advisors and internal team members with ad hoc requests related to client accounts and investment portfolios.
• Work with custodians and internal teams to research and resolve account-related issues.
• Identify opportunities to improve trading and operational workflows as the firm continues to grow.

Reporting & Data

• Generate and review investment and portfolio performance reports.
• Assist with data reconciliation and quality-control processes to ensure investment and account information is complete and accurate.
• Maintain accurate data within the firm's trading, reporting, and CRM systems.
• Support recurring and ad hoc reporting needs for advisors, the Investment Management team, and other areas of the firm.
• Investigate discrepancies in portfolio, performance, or account data and work with the appropriate parties to resolve them.

Investment Research

• Assist with research and due diligence across a range of investments and markets, including equities, fixed income, funds, alternative investments, and other investment strategies utilized by the firm.
• Compile research and due diligence materials on securities, funds, markets, and investment strategies.
• Assist with the preparation of Investment Committee materials and presentations.
• Participate in Investment Committee meetings and gain exposure to the firm's process for developing and managing its investment philosophy and strategies.
• Support investment-related content and communications, including market commentary, newsletters, presentations, and other materials as needed.

Qualifications

Required

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field preferred; relevant professional experience, training, or certifications may be considered in place of a degree.
• 0–3 years of experience in financial services, wealth management, investment operations, trading, reporting, or a related field.
• Interest in investment management, financial markets, and wealth management.
• Strong analytical and problem-solving abilities.
• High level of attention to detail and commitment to accuracy.

Preferred

• Securities industry licensing (or willingness to obtain).
• Proficiency with Microsoft Office, particularly Excel.
• Excellent organizational and time-management skills.
• Ability to manage multiple priorities in a fast-moving environment.
• Strong written and verbal communication skills.
• Ability to work collaboratively while also taking ownership of assigned responsibilities.
• Willingness to learn, ask questions, and develop technical knowledge over time.

Compensation

Competitive salary with eligibility for Individual Performance Bonuses and Company Performance Bonuses.

• Base Salary: $60,000 - $80,000 (Dependent on experience and qualifications).
• Individual and company performance-based bonuses may be awarded atmanagement'sdiscretion.
• Significant long-term earnings potential tied to professional development and firm growth.
• 401(k) and HSA with employer match.
• Two weeks of paid vacation and paid holidays off.
• Access to Health, Dental, Vision, and Life Insurance.
• Access toAncillary Benefits (voluntary or supplemental benefits).
• Continuing education support and resources.

About RMR Wealth Builders, Inc.

RMR Wealth is an independent, planning-first firm serving individuals, families, organizations, and institutions. With over $3 billion in assets under management, the firm is built to support long-term relationships, thoughtful growth, and enduring partnerships.

Since 1986, RMR Wealth advisors have helped clients organize financial complexity, gain clarity through education, and make confident financial decisions through comprehensive planning and disciplined investment management.

Equal Opportunity Statement

RMR Wealth Builders, Inc.is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.