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| Job Category : | Business |
| Company Name: | Perigon Wealth Management |
| Position Name: | Jr Trader/Investment Specialist |
| Location : | Remote |
| Job Description : | Title: Junior Trader/Investment SpecialistLocation: Remote/HybridPOSITION OVERVIEW:The role is an investment specialist / trading role that has primary responsibility for assisting Portfolio Managers and Financial Advisors in providing integrated investment advice and portfolio management services to high-net-worth clients. The Jr. Trader will also serve as a point of contact for our advisors and internal partners.ABOUT PERIGON:At Perigon Wealth Management, we’re driven by our Core Values of Positivity, Authenticity, Accountability, Collaboration, and Empowerment. We are looking for people who are seeking to be part of something that is more than just a job. We are looking for people who are, like us, perpetual optimists who embrace a general mindset that things are good and that can persevere through challenges with their heads held high. Our preferred candidate is someone who walks their walk — authentic people who embody honesty, transparency and openness above all else. Ultimately, we are building our organization around people who “own it” — folks who know that exceptional results are never an accident, rather they are a product of a commitment to excellence, intelligent planning, and focused effort. If that sounds like you and you enjoy being part of a team that is committed to building something special, please continue reading.COMPANY OVERVIEW:Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. Perigon has averaged 54% revenue growth over the past 5 years. We manage approximately $3.3 billion in client assets as a fee-only fiduciary. In addition to our headquarters in San Francisco, we have offices in Hawaii, New York, New Jersey, Georgia and South Florida with plans for significant near-term growth and expansion into new markets.A successful Junior Trader will:Actively support Portfolio Managers and the broader client team to meet clients’ needs and expectations.Support Portfolio Managers with portfolio construction, performance and other analyses, including presentation of investment solutions (such as proprietary or 3rd party managers) in-line with client specific needs;Perform ongoing monitoring of client accounts to assure adherence to asset allocation guidelines and investment objective outlined in the Investment Policy Statement;Assist in developing and/or delivering of solution-specific investment proposals;Proactively identify opportunities to deepen client relationships and engaging in meaningful interactions with our advisors and strategic partnersBE RESPONSIBLE FOR:Trading and portfolio rebalancing & Client performance reporting via Orion Eclipse (our primary PM & trading software) (experience with Orion is a bonus, but experience with others (ie Tamarac) is also welcome)Compliance management, including annual reviews, asset allocation variances, transaction monitoring and concentration documentation and monitoring, as well as other ad hoc initiatives around risk management.Market and platform research, investment idea generation, when appropriate;Other administrative duties, as required.Leverage experience and expertise to manage and/or execute client investment transactions;Coordinate with client teams and partners to deliver integrated services to the client; identify and resolve issues in an effective, timely manner; andEnsure adherence to all internal policies and compliance to legal and regulatory requirements.Projects with our Investment team will include Direct Indexing, Alternative Investments (including hedge funds, private equity, private debt, etc), tax harvesting, concentrated stock management, ESG,Impact & Sustainable Investing, Perigon 180 (robo advisor offering), Fintech efficiencies, external model offerings, etcQUALIFICATIONS:Minimum of 2-3 years’ experience with a financial institution focusing on high-net-worth client service, trading and salesBS/BA degree in Finance, Economics, Accounting, Business or Mathematics desiredCurrent pursuit of the CFA designation is desired (level 2 candidates and above preferred)Pursuit of a professional designation, such as CFA, CFP®, CTFA, etc., is supportedShould be able to thrive in teamwork environments and have a “no job too small” mentality.Attention to detail is critical, and please include examples in your applicationJob Types: Full-time, ContractBenefits:401(k)401(k) matchingDental insuranceFlexible spending accountHealth insuranceHealth savings accountPaid time offVision insuranceSchedule:Monday to FridayEducation:Bachelor’s (Required)Work Location: Remote |
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