IDA Wealth · 2 weeks ago
Trader/Analyst
Carlsbad, CA
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $85K/yr
2+ years expIDA Wealth is a fast-growing, independent Registered Investment Adviser headquartered in Carlsbad, CA. The Trader/Analyst will be responsible for executing trades, monitoring portfolios, and performing market research to support client investment strategies.
BankingFinancial ServicesWealth Management
Responsibilities
Executing trades
Monitoring portfolios
Performing market research
Analyzing market trends
Generating reports
Supporting client investment strategies
Collaborating with the advisory team to optimize portfolio performance
Qualification
Required
Experience with trade execution, portfolio monitoring, and financial analysis
Strong skills in market research, data analysis, and reporting
Proficiency in portfolio management tools, trading platforms, and financial software
Comprehensive understanding of investment strategies, market trends, and asset allocation
Excellent communication, teamwork, and problem-solving capabilities
At least 2 years of experience with a trading software such as Orion Eclipse, Black Diamond, iRebal or Envestnet
Bachelor's degree in Finance, Economics, or a related field required
Ability to adapt to a hybrid work environment and collaborate effectively in-person and remotely
Preferred
Relevant certifications and licenses such as a series 65, 66, or CFA preferred
Benefits
Health, dental, wellness, and 401(k)
Flexible PTO and firm holidays
Professional development & credentialing support
Collaborative team events, community engagement, and opportunities to lead
Company
IDA Wealth
IDA is a full time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason L.
Founder & CEO
Jordie (Smith) Czapinski
Chief Operating Officer
Company data provided by crunchbase