Lead Trader and Research Assistant (Part 1)

I recently thought I found my “dream job” but, as described here and here, that did not work out. Today I want to discuss another job opportunity that just made it to my inbox.

Here’s a job description for Lead Trader and Research Assistant:
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The trader/research assistant position focuses on… trading funds in our client accounts and researching for our investment committee as directed by our CIO. We are specifically looking for a tech savvy candidate who has extreme focus and attention to detail but is ready and able to work under pressure. It is also essential that this person can work independently, meaning they can be trusted to focus on work during work hours (putting the cell phone aside) without having to be supervised. As a company we strongly believe the best team members do not need to be managed, they simply need to be supported. We expect out of the box thinking and problem solving, this team member will always have the benefit of a team but should be able to work through issues independently as well.

Duties include but not limited to:

• Trading client accounts
• Monitoring money coming into and going out of client accounts
• Assistant researcher to our CIO, doing research and preparing results for investment committee
• Creative thinking and problem solving skills, each case will present its own unique variables and challenges, it is our job to do the heavy lifting so that our clients don’t have to
• Learn and become proficient with all technology partners [including] E-Money Financial Planning Software, Morningstar Advisor Workstation, Wealthbox, and Riskalyze
• Work cooperatively with entire team to learn systems and processes

Qualifications:

• Background in finance preferred but not required
• Basic understanding of taxes
• Attention to Detail
• Great Communication Skills
• Organized, Efficient, and Professional Work Ethic
• Must be a cultural fit

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Unlike the last job, I think I meet all the qualifications for this one:

• All I have been doing for the last 12+ years is mastering my ability to work independently (also one reason I’m applying to work with others since—as mentioned in this fourth paragraph—I miss my co-workers and clients from time to time).
• I can focus on work during the typical 9-to-5 (and beyond).
• Having been my own boss since the first day of 2008, I certainly do not need to be managed.
• The host of packages listed on my résumé demonstrates my ability to learn new software over the years.
• With regard to wealth management, I feel like trading options is far “outside the box” (see this mini-series).
• This blog is a prime example of my attention to detail; hopefully I have caught all the typographical errors!

Although job applications are no longer being accepted, I will continue next time with the sort of cover letter I would submit.