Trader & Investment Analyst

Trader & Investment Analyst

Location: Pasadena, CA
Employment Type: Long-Term Temporary
Compensation: Up to $60/hour
Schedule: Full-Time, Monday-Friday, 7:30 AM - 4:30 PM
Industry: Financial Services

Position Summary

A respected financial services organization is seeking a Trader & Investment Analyst to support portfolio management, trading operations, and investment administration. This long-term temporary opportunity is ideal for a finance professional with experience in trading, investment operations, portfolio analytics, and financial markets. The role offers hands-on exposure to portfolio management, asset allocation, cash management, and investment research within a collaborative team environment.

Key Responsibilities

• Execute equity and fixed-income trades for client portfolios.
• Rebalance accounts based on investment models and portfolio strategies.
• Manage the full trade lifecycle, including execution, settlement, reconciliation, and issue resolution.
• Monitor portfolio allocations, investment models, and trading activity.
• Coordinate cash movements and liquidity management needs.
• Process private equity capital calls, distributions, and related investment transactions.
• Support investment research, portfolio analytics, and operational initiatives.
• Prepare reports and assist with performance monitoring and data analysis.
• Maintain accurate records and ensure compliance with internal policies and procedures.
• Identify opportunities for process improvements and operational efficiencies.

Systems & Software

Preferred experience with:

Laserfiche
Unity
Global Plus
Investor's View
Bloomberg
FactSet
Advanced Microsoft Excel

Qualifications

• Experience in trading, investment operations, portfolio administration, or financial services.
• Strong knowledge of financial markets, equity trading, fixed income, and investment operations.
• Advanced Excel proficiency required.
• Bloomberg and/or FactSet experience preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent attention to detail and accuracy.
• Ability to manage multiple priorities in a deadline-driven environment.
• High level of professionalism, integrity, and communication skills.

Ideal Background

• Investment Management
• Wealth Management
• Trust & Custody Operations
• Trading Operations
• Portfolio Administration
• Investment Analysis
• Private Equity Operations

Why Consider This Opportunity?

• Long-term temporary assignment with a well-established financial services organization.
• Competitive pay up to $60/hour.
• Exposure to portfolio management, trading, and investment operations.
• Opportunity to work with industry-leading investment platforms and technology.
• Collaborative environment with potential for long-term career growth and advancement.