Trader
HCM Wealth Advisors & CPAs · Cincinnati, OH · 1 mo ago
On-siteEducationFull-time
Key Responsibilities
- Execute trades efficiently and accurately in alignment with established investment strategies and risk parameters
- Manage trading positions while maintaining strict adherence to internal controls, compliance requirements, and risk guidelines
- Collaborate with portfolio managers, analysts, operations, and compliance teams to support overall trading and investment objectives
- Maintain detailed and accurate records of trading activity, performance metrics, and market observations
- Evaluate portfolio exposures and assist in managing market, liquidity, and operational risks
- Contribute to the ongoing refinement of trading strategies, processes, and operational efficiencies
- Remain current on industry trends, regulatory changes, and evolving market conditions
Qualifications & Experience
- Bachelor’s degree in Finance, Economics, Business Administration, Mathematics, or a related field required
- Minimum of 1-3 years of professional trading or financial markets experience preferred
- Strong understanding of financial markets, securities, and trading methodologies
- Experience with trading platforms, order management systems, and market data tools
- Strong analytical, quantitative, and problem-solving abilities
- Excellent attention to detail, organizational skills, and time management
- Effective written and verbal communication skills
- Ability to maintain confidentiality and exercise sound professional judgment
- Advanced proficiency in Microsoft Excel
- Prior experience with trading platforms and rebalancing software
- Experience trading equities, fixed income, derivatives, or alternative investments
- Familiarity with portfolio analytics and risk management frameworks
- FINRA licenses or other industry certifications preferred, where applicable
- Experience with Tamarac software system
- Knowledge of compliance and regulatory standards within the financial services industry
- Strategic thinker with strong analytical capabilities
- Ability to perform effectively under pressure and within time-sensitive environments
- High level of integrity, accountability, and professionalism
- Strong decision-making and risk assessment skills
- Collaborative mindset with the ability to work cross-functionally
Compensation & Benefits
We offer a competitive compensation package, including performance-based incentives, comprehensive benefits, retirement savings opportunities, paid time off, and professional development support.