Job Description

Description NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission! LinkedIn: Jonathan Christian (JC) del Rosario About the Firm A well-established investment and financial services firm is seeking a detail-oriented Trading & Investment Analyst to join its team. The firm provides a broad range of services, including portfolio management, financial planning, and customized support for individuals and families with complex financial needs. The organization promotes a collaborative and inclusive work environment that values long-term client relationships, innovation, and ongoing development. Team members are supported by a culture that encourages curiosity, accountability, and a strong commitment to delivering high-quality service Role Overview The Trading & Investment Analyst will support the firm's Investment Management team in executing and optimizing investment strategies for UHNW clients. This individual will work across areas such as portfolio construction, trading, research, performance analysis, and operational support. This role is ideal for someone who is analytical, organized, and motivated to grow within a high-performing investment team. The position requires attention to detail, clear communication, and an eagerness to develop both technical skills and market knowledge. Key Responsibilities + Support senior investment team members with custom portfolio construction, implementation, and strategy execution + Gain deep familiarity with proprietary investment models, asset classes, and product selection + Conduct investment-level research and analysis as requested by team members or clients + Participate in client-directed trades including equities, fixed income, and options + Prepare balance sheets and performance reports for clients and stakeholders + Oversee reporting for external private investments and assist in monitoring portfolio performance + Perform ad hoc analyses related to financial planning, estate strategy, or investment evaluation + Assist with preparing subscription documents for alternative investments + Collaborate with Client Service teams on portfolio cash management, including cash raises and new deployments + Monitor portfolios for opportunities in tax-loss harvesting and cash drag mitigation + Review holdings for enhancements and present actionable ideas to the investment team + Coordinate private fund administration activities in partnership with third-party administrators + Provide general operational support for the Investment Management function Compensation & Benefits + Competitive base salary with performance-based bonus + Full benefits package including medical, dental, vision, and 401(k) matching + Flexible paid time off and sabbatical program + Hybrid work environment supporting work-life balance + Inclusive and equitable workplace with a commitment to growth and collaboration Requirements Desired Attributes + Strong analytical mindset with an interest in capital markets and economic trends + Natural curiosity and a proactive approach to solving problems and improving processes + Capable of completing tasks independently with strong follow-through + Organized and adaptable; able to manage multiple priorities with accuracy and consistency + Eager to learn and grow as part of a collaborative team environment + Committed to fostering a respectful and positive workplace culture Qualifications + Bachelor's degree with a minimum of 2 years of experience in investments, finance, or a related field + Familiarity with securities and portfolio analysis required + Experience using Excel; knowledge of portfolio rebalancers (e.g., Black Diamond or iRebal) is a plus + Strong written and verbal communication skills + Active Series 65 license (or equivalent) required or must be obtained within 3 months of the role + Ability to respond to client and team communications promptly, ideally within 24 hour Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

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Permanent employment, Contract work, Temporary work, Flexible hours,

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