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Stratos Private Wealth · 1 week ago

Trader & Investment Analyst

San Diego, CA

Full-time

Hybrid

Entry Level

$75K/yr - $90K/yr

1+ years exp

Stratos Private Wealth is a wealth management firm that combines financial planning, life coaching, and investment management. They are seeking a Trader & Investment Analyst to execute trades, monitor portfolios, and conduct investment research within a collaborative environment.

FinanceFinancial ServicesPersonal Finance

Responsibilities

Execute trades across equities, ETFs, mutual funds, and fixed income to support rebalancing, tax-loss harvesting, allocation changes, dollar-cost averaging, and cash management

Monitor portfolios for drift and cash tolerance, proactively identifying issues and recommending solutions to advisors and the portfolio management team

Support advisors with transition analysis, gain/loss estimates, and time-sensitive investment requests

Maintain and manage portfolio accounting and performance data in Orion software, ensuring accuracy across asset classifications, benchmarks, householding, and reporting

Prepare and distribute performance reports and serve as a go-to resource for advisor questions related to performance and portfolio data

Reconcile data across Orion, custodial platforms, and CRM systems to ensure consistency and reliability

Conduct investment research and analysis using YCharts to support advisor recommendations and client conversations

Participate in portfolio reviews, collaborate with investment managers, and contribute to research and special projects

Qualification

Investment analysisPortfolio managementTradingExcel proficiencyCRM softwareOrion softwareYChartsClient-service mindsetAttention to detailCommunication skills

Required

Bachelor's degree in Finance, Economics, Accounting, or a related field

1+ years experience in financial services, investment operations, trading, or portfolio administration

Strong attention to detail with a high standard for accuracy and follow-through

Clear, professional communication skills with a client-service mindset

Advanced proficiency in Excel and comfort working with data and reports

Experience with CRM, portfolio accounting, and investment analysis software, familiarity with Salesforce, Ycharts, and Orion is a plus

Benefits

Performance-based bonus (10-15% of base salary) and a New Money bonus when new clients join the firm.

100% employer-paid medical insurance for employees, optional employee paid dental and vision coverage

6% 401(k) match

10 paid holidays, 2 Floating Holidays, 13 vacation days (18 days after two years), 7 sick days, Summer Fridays (short day)

Remote work every Friday + 26 flex remote days

100% education reimbursement for approved programs

Modern Workspaces: A state-of-the-art office with triple monitors, standing desks, and complimentary drinks and snacks.

We conduct bi-annual engagement surveys, bi-weekly team meetings, weekly 1-on-1 meetings with managers, and regular team events to foster collaboration and ensure every voice is heard.

We offer a “Better Way” bonus for improving processes and procedures.

We support team members in building skills and experience through hands-on training, close collaboration with experienced professionals, and meaningful involvement in day-to-day client and portfolio support.

Team members receive regular feedback and coaching to support strong performance, continuous learning, and professional growth, including a professional development plan and performance review twice a year.

We offer in-house training throughout the year and encourage ongoing learning through our continuing education program, including education reimbursement for approved courses.

Company

Stratos Private Wealth

Stratos Private Wealth is a collective of interdependent, full service wealth management firms that provides business executives, enterprise business owners and individuals with comprehensive financial planning, tactical portfolio management and a regimented review process in order to work toward ensuring all financial affairs are current and organized.

Founded in 1996

San Diego, California, USA

11-50 employees