We are seeking a motivated investment professional to support the President of Roxford One in evaluating, executing, and monitoring investment opportunities. This role is ideal for a mid-level candidate with a strong foundation in investment analysis who is eager to grow and contribute to investment strategy for Roxford One.
PRIMARY RESPONSIBILITIES
· Order Execution: Buy and sell financial instruments on behalf of clients or the institution's own accounts.
· Market and economic research: Research potential trading opportunities to discuss with President
· Collaborate and support the President with potential risk management strategies and solutions
· Financial Statement Analysis: Analyze potential use of daily cash available with President
· Contribute to process improvement and development
· Knowledge of interest rates, inflation, and macroeconomic trends.
· Perform P&L analysis and portfolio reviews
· Report and organize all results and risk management strategies
· Collaborate with staff involved in trading operations
KNOWLEDGE AND SKILL REQUIREMENTS
· Minimum of 3-5 years of related experience
· Accuracy and attention to detail
· Experience with Bloomberg, eSignal, or similar system
· Proficient-Advanced in Excel
· Strong math skills, ability to perform calculations quickly and accurately
· Excellent written and verbal communication skills.
· Strong personal drive and initiative
· Ability to maintain utmost confidentiality
We value individuals who are curious, ask thoughtful questions, and proactively identify opportunities for improvement. Above all, the ideal candidate demonstrates professionalism, confidentiality, integrity, accuracy, and a collaborative approach to supporting the organization's investment objectives.
Pay: $95,000.00 - $120,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Ability to Commute:
- Fullerton, CA 92837 (Required)
Work Location: In person
