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Quantitative Analyst / Trader
Principal Financial Group
Lambertville, NJ, United States
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Responsibilities:
RobustWealth, an affiliate of Principal Global Investors, is a fast-paced wealth management company that is changing the way investment advisors, banks, and enterprises are doing business. Our platform seamlessly integrates an array of previously modular features into one suite to optimize investing and wealth management practices. The technology suite includes: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals -&- risk based investment portfolios, and the open architecture use of investment options. Check out the positive press we've received in Financial Planning Magazine, Wealth Management Magazine, and the Philadelphia Inquirer to learn more!
At RobustWealth, we have an office culture you likely won’t find anywhere else. From the paddleboards hanging in the entrance, bikes for all employees to use, and volunteer time off, we aim to please both our clients AND employees. As a growing firm, it is important that we keep the tight-knit family culture we created from day one. With weekly team bonding activities, corporate gym memberships, team hikes, and annual trips, our office isn’t just somewhere you come to work. We have fully stocked refrigerators and pantries, lunch brought in daily. Oh, and did we mention our award-winning swag? If you’re looking for the perfect mix of work hard, play hard, there’s no place quite like RobustWealth.
POSITION DESCRIPTION
As a Quantitative Analyst/Trader at RobustWealth, you'll be responsible for rebalancing client accounts and executing trades at multiple custodians. Your efforts will help enhance our ability to provide the best-in-class trading/execution services for RobustWealth’ s clients. Internally, your success will hinge on establishing effective working relationships with trading desk, Advisor Services, and Sales, and we can’t wait for you to join the team.
RESPONSIBILITIES
• Ensure day-to-day trading execution activities on the trading platform
• Execute account and trade reconciliation procedures based on the internal and custodian data
• Collaborate with internal Sales/Servicing/Data/Technology teams on advisor requests
• Work with the internal technology team to fix any account or market data issues
• Work with custodians for any trade error or reconciliation issues
• Ad-hoc coding projects for data and investment analysis
Qualifications:
• Undergraduate degree required preferably in finance, economics, business etc.
• Minimum of 3 years of relevant asset management/wealth management experience working in investments, trade desk (buy/sale side), research etc.
• Understanding of economics and accounting, banking, financial markets and working with financial information
• Strong coding skills required. Ideal candidate will have skills with Java, R, Python, C, C++)
• Strong MS Excel/PC skills with proven ability to analyze investment/financial data
• Passion to perform investment analysis and follow capital markets
• Experience and ability to build relationships within cross-functional teams
• Ability to work in a fast-paced environment and an ability to consistently meet deadlines
• Attention to detail and accuracy imperative
• Strong interpersonal and communication skills
• Series 65 (to be obtained within 3 months of hire).
• CFA or work toward CFA preferred.
Location:
This position will be located in Lamberville, NJ.
Additional Information:
What’s next? Innovation at its finest.
We’ll review your application and if you’re selected for an interview, you’ll receive an invite for a pre-recorded interview experience. Haven’t done that before, don’t worry. We’ve got all the tips and tricks available to help you be successful. With a pre-recorded interview, you can add your own flair and personality – at your pace.
Be sure to check your email frequently. We’ll communicate our decisions through the email address used on your online profile. If you receive an email from our Principal Talent Acquisition Team, you’ve been selected to begin your pre-recorded interview experience and have a set time to submit.
Benefits designed with you in mind.
Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you’ll receive once you join our team.
Additional benefits with RobustWealth:
• Free gym membership
• No dress code
• Free lunch brought into the Lambertville office from local restaurants
• Regular Team Offsite Retreats/Events, e.g., ski trip, hiking, etc.
Not an exact match for this role?
We’ve got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you’re interested in with a just a few clicks!
Work Authorization/Sponsorship
At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we’d hope you continue to keep us in mind for other potential opportunities in the future.
Principal is an Affirmative Action and Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.
Investment Code of Ethics
For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.