Trader

Job description

Centura Wealth Advisory is looking for a Trader , reporting into the Chief Investment Officer (CIO).

As the Tradre, your primary responsibilities would include assisting the CIO in delivering on the department's vision. Responsibilities will be broad and include trading, investment analytics, research projects, alternative investment due diligence, vendor management, data management, report and presentation generation, compliance, and participation in other firm initiatives. It is expected that the Trader will become a contributing member of the firm's Investment Committee.

We are looking for a motivated team player with some investment experience under their belt and the desire to grow in their career. This role requires you to be highly organized with very strong financial acumen and high attention to details. As the Trader, you will play a critical hands-on role in the firm's growth and development.

In this role, you will work closely with the CIO, Advisors, Partners, Financial Planners, Marketing, Compliance and the Investment Committee.

Roles and Responsibilities:

The key areas of responsibility include:

1. Trading
2. Research
3. Data Management
4. Reporting & Communications
5. Advisor/Sales Support
   
   

Additional Success Factors:

You will be required to develop and maintain strong working relationships with all members of our team, custodians, third party managers, and consultants and other vendors. You will be delivering reports and other work products to internal and external clients, therefore, writing and presenting skills will be essential. This role requires a high degree of efficiency in data interpretation and diligence.

You will need to be comfortable with taking ownership of projects and executing them or seek assistance when required to deliver desired results. The role will also require documenting certain operational processes clearly in an ongoing effort to institutionalize all operations. Strong communication skills will be essential in this team environment.

Qualifications & Experience:

Experience & licensing:

Communication skills:

Analytical skills:

Software usage & proficiency:

What we provide you:

• Competitive compensation includes:

- Salary

- Bonus
• Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth

• Open and supportive team-based environment

• Paid Time Off

• Full medical, dental, vision benefits