We are looking for someone with strong analytical skills willing to take on multiple investment-focused roles. This individual will serve as a member of BakerAvenue's Investment Management Committee (IMC) and work closely with the firm's Chief Investment Officer, Chief Strategist, analysts, and traders. This role will provide support for investment-focused projects, market and security research, trading, and advisor interaction.
Responsibilities:
- Conduct market and individual security research
- Help manage our internal investment strategies and execute trades in our portfolio management software
- Work with other members of the investment and advisory teams to devise portfolio allocation strategy and recommendation for clients based on target allocation and risk preferences
- Help monitor custom option and fixed income strategies for individual clients, including our growing concentrated stock management
- Provide support for and manage investment-focused projects
Qualifications:
- Bachelor's degree and a minimum of 4 years of relevant industry experience in financial services
- CFA or active progression toward the designation
- Previous experience with Orion/Eclipse, Bloomberg, custodial trading systems (e.g., Fidelity/Wealthscape, Schwab, etc.) and Salesforce a plus
- Strong proficiency working with Microsoft Excel and various AI-automation workflows
- Proficiency in options trading and analysis a plus
- Confidence to work directly with senior leaders and ability to collaborate in a team environment
- Ability to work independently and use judgment in executing critical transactions
- Proven success solving problems and working under pressure in a fast-paced environment
- Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work
- Excellent organization and interpersonal skills, and the ability to take immediate ownership of their work
Benefits:
- Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid option for employees and 75% company paid for spouses and dependents.
- High-deductible plan option with health savings account.
- Employee assistance program.
- Wellness allowance - $75 monthly.
- Bereavement leave - 3 days paid for immediate family member or pet.
- 401k with 3% match.
- Commuter benefits.
- Parental bonding leave
- Donation match - up to $500 annually.
- Vacation PTO.
- Birthday PTO.
- Learning and Development stipend - up to $1000 annually.
- Volunteer PTO - 1 day per quarter.
- Monthly cell phone allowance - $75 monthly.
