Investment Trader (Finance)

Location: Urbandale, Iowa, United States

Company

hirify.global is a financial services and insurtech company providing life, health, wealth management, and retirement planning solutions.

What you will do

• Execute buy and sell orders across equities, fixed income, bonds, derivatives, ETFs, mutual funds, options, and other electronically traded securities.
• Monitor internal and sub-advised investment portfolios and review newly opened and funded accounts through Schwab, Fidelity, and Pershing.
• Process daily account and portfolio rebalances using firm trading software.
• Collaborate with portfolio management on model changes, strategy implementation, and portfolio structuring.
• Complete post-execution reconciliation, resolve trade errors, and coordinate follow-up actions with the appropriate teams.
• Work with Compliance on regulatory concerns and improper sales practices, while communicating investment strategies and portfolio performance to stakeholders.

Requirements

• At least 2 years of financial services experience in trading, operations, or client support.
• Experience trading equities, fixed income, bonds, structured products, and other electronically traded securities.
• Four-year degree in Finance, Economics, or a related field, or an equivalent combination of education and experience.
• FINRA Series 7 license required; Series 65 or 66 required within 6 months.
• Advanced knowledge of broker-dealer and RIA business processes, managed accounts, securities, and trading systems.
• Strong analytical, conceptual, communication, and attention-to-detail skills.

Culture & Benefits

• Family-like environment with a people-first culture.
• Professional development opportunities within a hyper-growth company.
• Competitive compensation package with benefits for employees and families.
• Supportive workplace focused on helping clients protect their life, health, and wealth.