Benefits:

401(k)

Health insurance

Paid time off

401(k) matching

Pointwealth Capital Management – Investment Analyst / Trader (Portfolio Management Responsibilities)

Base salary: $100,000 - $200,000, commensurate with experience, plus performance-based bonus and full benefits package (401(k) with match, health/dental/vision, PTO).

Job Description: This position is for an experienced Investment Analyst, Trader, or Portfolio Manager. The individual must have 5+ years of relevant experience in portfolio management, trading, or investment analysis, and be fully licensed (SIE, Series 7, 63/65 or 66 required, or ability to obtain within 60 days).

We are a boutique investment firm located in Encino, CA, managing over $500M in client assets. This role will have a leading hand in the investment strategy and execution of the firm. Primary responsibilities include leading daily investment operations, trading, research, and analysis. This is a dynamic role and every day will be different. The individual must have the ability to problem solve independently using our back-office and extensive resources, and communicate proactively when needing additional guidance.

We are looking for someone who wants to grow with a smaller but established firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. This role will be integral to the future growth of the firm, and the individual will be able to make a difference from day one. If you are looking for a fast-paced, rewarding role with the opportunity for growth, this role may be a fit for you.

What We're Looking For

Bachelor's degree (required)

5+ years of relevant experience in portfolio management, trading, or investment analysis

Fully licensed: SIE, Series 7, and 63/65 or 66 required, or ability to obtain within 60 days of hire date

High proficiency with Microsoft Office (Word, Excel, PowerPoint, etc.)

Strong oral and written communication skills, with effective interpersonal skills

Ability to work independently and collaboratively in a fast-paced, detail-oriented environment

Excellent multi-tasking and prioritization skills

Great team attitude and strong ethical character

Coachable, proactive, and willing to take on tasks at any level ("no task too small" mentality)

Commitment to the firm's growth as well as your own professional and personal development

Responsibilities

Manage and monitor firm investment models

Execute all trading and portfolio rebalancing

Monitor portfolio performance and recommend changes based on market conditions, client circumstances, and investment objectives

Conduct investment research and due diligence on mutual funds, ETFs, individual securities, separately managed accounts (SMAs), fixed income investments, and alternative investments

Collaborate with financial advisors to develop customized investment recommendations and support client meetings when needed

Monitor economic trends, market developments, interest rate movements, and geopolitical events that may impact client portfolios

Ensure all trading activities comply with regulatory and firm compliance policies

Work closely with operations and compliance teams to resolve trading, reconciliation, and account-related issues

Respond promptly to advisor and client investment inquiries

Perform ad-hoc duties as assigned to support the firm's investment management and client service objectives

Job Details

Job Type: Full-time; 8 hours/day, 5 days/week

Location: Encino, CA 91436 — in-person role; candidates must be local to or willing to relocate to the Los Angeles area before starting

Work Location: In person

Benefits

401(k)

401(k) matching

Dental insurance

Health insurance

Vision insurance

Paid time off