Wealth Analyst - Trading

Why Choose RKL?RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:Hybrid working environmentFull medical, dental, and vision coverageCommitment to work life balanceInvestment and complete buy-in to your career progress, through trainings, mentorships and advancementTuition reimbursement401(k) matchWho We Are and What We DoWe are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.About the PositionThe Wealth Analyst-Trading role is primary responsibility for supporting the team in delivering investment management services to our clients. This includes opportunities to work closely with other teams in wealth management - Planning, Advisory, Client Service and Operations. The successful candidate will participate in extensive research, analysis, and reporting with a focus on trading to support the team in making accurate and reliable investment recommendations.Responsibilities· Review and create trade orders and execute trades in support of portfolio management and trading operations· Support Sr. Trader with trading operational activities which includes managing cash positions, raising cash for withdrawals and fees, rebalancing client portfolios, buying and selling fixed-income positions· Conduct client portfolio review and analysis to support investment recommendations and to ensure assets are deployed according to the appropriate strategy· Review client accounts alongside portfolio managers to ensure allocation matches requests, propose trades and track target allocations· Conduct research and analysis on global financial markets, various asset classes and individual securities to assist in developing investment strategies· Coordinate with team members across the firm to conduct research, analyze data and make recommendations as part of ensuring an exceptional client experience· Work closely with management, team leads and other service lines in support of delivering comprehensive wealth management services· Identify, automate, and communicate to management basic process improvements that increase efficiency and quality of service· Carry out duties in compliance with all state and federal regulations and guidelines; comply· Develop short and long term goals with the ability to execute effectively· Actively listen to team members to understand their needs; respond to requests in a timely ­manner; provide appropriate resolution of conflicts· Maintain confidentiality with external client information as well as internal employee and firm information The ideal candidate for this role would have a Bachelor's degree in fields such as Finance, Accounting, Economics, or Business Management. Those with an inclination towards the trading sector, and an ambition to progress in it, would find this role attractive. Skills in Excel, an Order Management System, along with experience with Charles Schwab, would be a valuable addition.If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

Created: 2025-02-23