This is an exciting opportunity to join the Carrera Capital Advisors Investment team. The role will report directly report the Chief Investment Officer and be responsible for investment analysis support and portfolio trading. We are looking for an individual that has the ability to pull data from a multitude of sources and organize in simple form to help drive investment strategy and policy. In addition to investment analytics / research support, this individual will also be supporting the trading efforts across qualified and non-qualified investment accounts. Carrera Capital Advisors is a fast-growing Financial Planning and Investment Management firm. It has a boutique family feel, but the sophistication of a large enterprise. We have a high-performance culture and are looking for individuals fueled by personal & professional growth. Responsibilities Include: · Collect and organize investment data into detailed reports · Analyze and present investment data to make recommendations to the CIO · Collect, organize, and analyze economic data including up to date trends · Provide economic analysis and reports to CIO · Present analysis to the CIO regarding investment and economic trends · Aid in performing diligent and deep fundamental research on a variety of investments (Equity, Fixed Income, Mutual Funds, Alternative / Private Investments) · Initiate and update forecasts: economic, equity, fixed income · Meet with third party asset managers and wholesalers · Provide real-time and weekly updates to CIO/CRO on individual investments, portfolio construction and risk trends · Update individual models & research notes on ideas on a regular basis in keeping with the investment and compliance process requirements · Trade portfolios including rebalancing, security swaps, target weighting, model, individual account trading, and multi asset management trading · Aid in portfolio management trading and construction at the direction of the CIO Qualifications: · Series 7, 66 (or be able to obtain within 90 days) · Degree in Finance, Economics, or Business (MBA preferred) · CFA designation preferred (or in process) · Skilled in advanced Excel modeling (mandatory) · Proficient in NetX 360 and Envestnet preferred · Strong communication and writing skills · Ability to work autonomously and thrive in an entrepreneurial setting · Strict attention to detail, strong work ethic, integrity, ethics, and ability to take direction This position will offer full benefits: 401k, health insurance, standard vacation, and competitive compensation.