Obermeyer Wood Investment Counsel, LLLP is seeking a full-time Trading & Portfolio Administration Associate to support its investment team and clients. This person will play a crucial role in supporting our investment team by executing trades and ensuring the smooth administration of client portfolios. We view this role as essential to our firm's and clients' success.
At Obermeyer Wood, we are dedicated to thoughtfully investing client assets and partnering with them as they navigate life's financial decisions. One of Colorado's largest independent advisory firms, our team has been recognized by Barron's and Forbes serving clients across the United States from our offices in Aspen and Denver.
To be considered for this position, please email a resume and cover letter in PDF format to owicopportunities@obermeyerwood.com. Feel free to reach out if you have any questions.
Responsibilities
Trading:
Support the lead trader in implementing investment strategies.
Maintain investment strategies by trading across various asset classes.
Monitor market activity and identify potential trading opportunities.
Ensure adherence to all regulatory requirements and best practices.
Portfolio Administration:
Maintain accurate and up-to-date portfolio records and monitor account activity.
Reconcile trades across platforms and compile insights to guide decision-making.
Design and prepare regular financial reports on portfolio performance and holdings.
Support the technology team in automating processes and auditing data.
Qualifications
One or more years of relevant experience (including internships) in wealth management, financial planning, or finance-related industries (other experience also considered, as applicable).
Proficiency in financial modeling, data analysis tools, and financial custodial platforms (Excel, Bloomberg, Salesforce, Charles Schwab, Fidelity).
Strong project management and organizational abilities, proficiency at prioritization, the ability to simultaneously manage multiple tasks, and the ability to operate under tight deadlines.
Strong understanding of investment principles and financial markets.
Self-starter who communicates effectively and persuasively.
Ability to work effectively on a team and independently.
Attractive compensation (est. $60-90K base salary) and benefits (performance-based bonus, contribution to retirement account, healthcare coverage, continued learning reimbursement) are offered based on experience. Location is in-person Monday through Friday in Denver.
Please note, in compliance with industry standards, candidates will be subject to a background, criminal, and credit check before hiring.