Reference Number: MHH6927
Location: Central New Jersey
Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Investment and Trading Specialist to their team. This will be a unique opportunity to work in a collaborative environment to execute trades, analyze securities and provide support to the research committee. The ideal candidate has strong communication skills and a strong knowledge and interest in the stock market.
Responsibilities and Requirements:
- Responsible for research and constructing reports on individual stocks.
- Research, analyze and write reviews on stock and bond mutual funds.
- Accountable for executing trades, rebalancing, and handling cash needs.
- Review available funds in deferred compensation and 401(k) plans and assist in building asset allocation models.
- Responsible for quarterly newsletters and industry knowledge professional development.
- 3+ year of experience required.
- Bachelor’s degree; designations such as CFA, CIMA highly desired.
- Strong interest in investing, stock markets, and data analysis required.
- Experience with software including MPI, Bloomberg, and Morningstar Workstation is a plus.
Compensation: Competitive base salary and benefits
Location: Central New Jersey
Reference Number: MHH6927
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