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.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.