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Research Analyst & Trader I

Bluespring Wealth Partners
Houston, TX
  • Posted: over a month ago
  • Full-Time
Job Description

LifeBridge, a subsidiary of Bluespring Wealth Partners, is looking for a Research Analyst / Trader I to join their team!

You will be our main resource for obtaining, organizing, and presenting market, economic, and financial data. You will work with our senior staff to make investment and financial product decisions and help implement these decisions by placing trades in client accounts. As the Research Analyst & Trader I, you will report to the managing director of LifeBridge Financial Group.

RESPONSIBILITIES:

  • Routine analysis in preparation for (resulting from) client meetings
  • Read financial publications to maintain awareness of current events and trends in global markets and economies
  • Screen and research individual stocks
  • Monitor investments in client portfolios for material changes, redemptions, and maturities
  • Implement investment trades in client portfolios
  • Meet and correspond with strategic partners (investment management firms, life insurance companies, etc.)
  • Organize and lead the investment committee meetings to discuss investment quality, investment performance, and economic and market data to ensure our strategies align with client's needs.
  • Implement investment trades in client portfolios
  • Meet and correspond with strategic partners (investment management firms, life insurance companies, etc.)
  • Organize and lead the investment committee meetings to discuss investment quality, investment performance, and economic and market data to ensure our strategies align with client's needs.

EDUCATION AND EXPERIENCE:

  • 1+ years' Financial Services Industry experience helpful
  • Bachelor's Degree, a focus in Finance, Economics, Financial Planning, or other related coursework helpful

CERTIFICATIONS:

  • Securities Licenses beneficial.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more for full time employees.

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

  • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

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Bluespring Wealth Partners

Address

Houston, TX
77098 USA

Industry

Business

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