Investment Consultant

G S I Enterprises, Inc

Investment Consultant

Denver, CO
Full Time
Paid
  • Responsibilities

    G S I Enterprises, Inc. seeks an experienced options expert to assist with all aspects of buying and selling options in addition to supporting the owner with Investment research activities. If you have proven experience dealing with securities and options, we would like to discuss this opportunity with you. The top three requirements are a very high level of intelligence, integrity, and a desire to learn. Adhere to all compliance/risk procedures, follow industry protocols, and protect the interest of the owner. Duties include but are not limited to:

    Assist owner to manage the collateral that is required to trade options and option spreads:

    Assist with executing trades pertaining to ETFs, stocks, and options

    Maintain trading reports (gains, losses, wash sale information etc.

    Identify ways to streamline and improve trading and audit processes

    Qualifications:

    Education Level preferred: 4 Year College Degree or Equivalent Experience

    Experience working as an employee at a trading firm such as TDAmeritrade, IBKR, Fidelity, etc.

    Academic training (preferably with Math, Economics, Accounting or Finance).

    FINRA Series 7 is preferred.

    Experience with Bloomberg, other trading platforms.

    Demonstrated ability via applicable work experience to work under pressure in meeting time sensitive trading deadlines.

    Strong computer skills, with proficiency in Excel, Word, Outlook, etc

    Collaborative and team-oriented work habits.

    Strong attention to detail and desire to learn.

    Positive attitude, mission driven, self-directed.

    Analytical Skills, ability to perform research

    High degree of ability to retain and learn critical information

    High level of expertise in mathematics is a huge plus.

    Job Types: Full-time, Contract, or part time

    Experience:

    Investment Trading & Brokerage Occupations: Experience Preferred License/Certification: FINRA Series 7 Preferred Work Location: Remote and/or office