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Integrity · 1 day ago

Investment Trader

Urbandale, IA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. The Investment Trader will execute trades, manage investment lineups, and optimize investments across various securities while collaborating with the portfolio management team and ensuring compliance with regulations.

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Responsibilities

Collaborate with the portfolio management team to assist in model changes and implementation

Research market trends, current investment conditions and governing regulations

Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings

Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing

Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software

Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives

Process post-execution recon and handle the operation/administrative duties associated with trades needing attention

Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items

Communicate with various team members and stakeholders regarding investment strategies and portfolio performance

Work with the Compliance Department as needed to address regulatory concerns or improper sales practices

Other duties as assigned

Qualification

Financial softwareTrading equitiesRisk managementBroker-dealer processesManaged accounts knowledgeAttention to detailConceptual skillsCompliance knowledgeMarket knowledgePortfolio managementTrading systemsCommunication skillsTeam collaborationProblem-solvingDecision-making

Required

Strong analytical skills and market knowledge

Solid foundation in financial concepts, risk management and financial software

Experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities

2-3 years of financial services experience in a trading, operations, or client support role

Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience

Licensing: FINRA Series 7

Series 65/66 required within 6 months

Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes

Strong attention to detail

Product knowledge in managed accounts, securities, and trading systems

Strong conceptual skills with an ability to deliver big ideas that drive results

Exceptional written and verbal communication skills

Benefits

Competitive compensation package

Benefits that make work more fun and give you and your family peace of mind

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees