Portfolio Trading Analyst

Oxbow Advisors

Portfolio Trading Analyst

Austin, TX
Full Time
Paid
  • Responsibilities

    Why Join Oxbow

    Oxbow Advisors is an independent money management firm (RIA) that emphasizes preservation of capital and long-term growth. It is a dynamic, fast growing firm that allows for personal growth and promotes teamwork.

    Who We’re Looking For

    Oxbow is seeking a motivated professional who wants to grow their career with a proven leader in the investment business. We are a team of high performers looking for the right person to join our trading team and help grow our trading capabilities.

    Key Responsibilities

    Execute and manage trades for stocks, ETFs, mutual funds, and bonds in client portfolios in a timely, cost-effective manner and in compliance with internal policies and procedures.

    Ensure adherence to risk management protocols, compliance guidelines, and regulatory requirements

    Perform data audits to prevent rebalancing errors

    Liaise with custodians, brokers, and counterparties to ensure timely and accurate execution of trades

    Requirements

    A degree in Finance, Accounting, Mathematics or Engineering

    Experience trading stocks, bonds, and ETFs in a professional setting

    1-3+ years of experience in the investment industry

    Ability to work in person at our Austin office five days a week

    Experience with Orion Eclipse or models based portfolio management systems

    Strong Analytical Skills

    Track record of success as a team player

    Benefits/Perks

    Employer-paid health insurance

    Dental and vision insurance

    401(k)

    Free parking in downtown Austin