Job ID: 009INDCheck below to see if you have what is needed for this opportunity, and if so, make an application asap.Location: Burlington, VermontStatus: Full time
Firm Summary
We are excited to be expanding our headquarters in Burlington, Vermont, and are looking for talented individuals to join our team.
Headquartered in Burlington, Vermont, One Day In July is a rapidly growing, award-winning investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors.
One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States. We assist clients by assessing their existing asset portfolios and providing them actionable recommendations.
Job Description
As an Investment Desk Associate, you will be responsible for helping the firm trade client accounts. You will rebalance client asset allocations and review unique investment situations. You will work closely with our advisors and sometimes directly with clients. You will utilize proprietary software and construct spreadsheets to execute trades. You will report to the firm's Founder/CEO, Dan Cunningham.
You do not need prior financial industry experience, but a keen interest in learning about investing, economics, and financial markets is essential. This position offers ample opportunity for growth, making it an ideal fit for candidates looking to expand their knowledge and pursue a new challenge. We will provide extensive on-the-job training and several paths for advancement.
In this role, you will:
- Trade and rebalance client accounts.
- Look to reduce client taxes incurred.
- Process paperwork and other client requests.
- Construct spreadsheets for trading and sometimes for clients.
- Utilize our CRM to carefully manage client portfolios and keep detailed records.
- Answer questions and help train new advisors and staff.
- On occasion, work directly with clients.
Qualifications
- You must have a Series 65 to perform this role. You will have 4 months to obtain a license. Exam study hours are on your own time.
- Have an interest in finance and economics.
- Maintain a high standard for attention to detail and documentation.
- Be eager to learn (hopefully a quick learner at that).
- Be proactive: identify opportunities and problems and take them to the next level without being asked.
- Be able to wear multiple hats and quickly adapt to changing priorities.
- Focus on processes and controls with the ability to understand and assess risk.
- Possess a positive attitude, tremendous grit, and ability to prioritize.
- Have a commitment to maintaining confidentiality and ethical standards.
- Share our firm's mission and investment philosophy of lowering fees and espousing the value of diversified, low-cost index funds.
What's in it for you?
- Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement.
- Win on price: our prices tend to be lower than many of our competitors' prices.
- Join an established but rapidly growing firm.
- Enjoy a low-meeting culture.
- Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
- Develop mastery of subject areas that help clients and other employees.
- Enjoy a beautiful office near the Burlington waterfront while spending Fridays working from home if desired.
- This job is full time.
- This job is primarily in-person in Burlington, VT, although you may work from home Fridays after the first 6 months.
- $70,000+ commensurate with experience.
- 401k plan with low-cost index funds and One Day In July strategy embedded.
- 401k match.
- An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity.
- Paid vacation. Number of weeks commensurate with experience.
- A cover letter in PDF format. In your cover letter, let us know what is unique about you that we should know.
- In addition to your cover letter, submit a one-page, single-spaced PDF.
- The Job ID at the top of this posting should start the subject line of your email.
We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.
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