Software Engineer (Any OO)- Market-Leading Global Hedge Fund

75% of applications never get seen. Beat the bots and get through the filters with a free resume evaluation.Wilmington, Delaware, United States (hybrid)New York, New York, United States (on-site)New York, New York, United States (on-site)Indianapolis, Indiana, United States (hybrid)Indianapolis, Indiana, United States (hybrid)Bellevue, Washington, United States (hybrid)Whitehouse Station, New Jersey, United States (on-site)Endicott, New York, United States (on-site)Reston, Virginia, United States (on-site)HBKS Wealth Advisors (HBKS) is an independent personal financial planning and wealth management firm with approximately $7 billion in assets under management. HBKS is investing in resources and technology to ensure long-term growth, and we continue to seek capable, dedicated professionals in all aspects of financial services.SUMMARYHBKS is hiring an Investment Research Analyst, who will report to the firm’s Chief Investment Officer and support the firm’s asset management function as a member of the Asset Management Group (AMG). The Investment Research Analyst’s primary role will be to assist in the management of HBKS model portfolios. This will include analysis and recommendation of investment opportunities. The Investment Research Analyst will also assist in the management of in-house investment products, which require familiarity with various options strategies.The Investment Research Analyst will also work with HBKS offices to assist them in the management of HBKS client households which are invested in the HBKS model strategies to maintain adherence to the appropriate asset allocation. This will include the trading and rebalancing of clients’ accounts. In this capacity, the Investment Research Analyst will utilize excel spreadsheets and the Orion Eclipse trading and rebalancing software.QUALIFICATIONSBachelor’s degree in Finance, Economics, or Accounting.Two or three years of investment research experiencePassed at least Level I of the CFA ExamsRESPONSIBILITIESSupport the decisions made by the Chief Investment Officer, Chief Operating Officer, and Principals of the Firm.Participate as a nonvoting member of the Firm’s Investment Policy Committee (IPC).Take day-to-day direction from the firm’s Chief Investment Officer, Portfolio Managers and Research Analysts.Support and assist in the management of in-house investment productsBe familiar with various options strategiesAssist in generating investment ideas for HBKS households which are invested in the HBKS models.Assist in monitoring model portfolios and investment managers.Establish and maintain positive relationships with all the Firm’s Advisors and co-workers.Prepare reports to evaluate manager performance and attribution relative to appropriate benchmarks.Display a high degree of technical and professional competence, including being familiar with Excel, Morningstar Direct, and any portfolio rebalancing software.Serve as a resource on investment trading issues for all Financial Advisors.Ability to ensure coverage of other duties of the Asset Management Group.Distributes various communication and rebalancing tools to Advisors.Serve as back up for trading accounts using our portfolio rebalancing software.Maintain strict confidentiality of all client and firm business.Demonstrates a strong commitment to the firm.Work overtime as needed.Follow firm procedures and comply with policies as outlined in the Human Resource Manual.Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, HBKS and HBKS team members.Place the interests of clients above their own personal interests.Use reasonable care and exercise independent professional judgement when making recommendations.Practice in a professional and ethical manner that will reflect credit on themselves and HBKS.Job ID: 78821245Jobs You May LikeCCManaging Director, Public EquitiesCleveland ClinicEquity Investment AnalystHong Kong,Hong Kong (remote)SWellesley Hills,United States (remote)SPortland,United States (remote)Job LocationCommunity Intel UnavailableDetails for Warrendale, Pennsylvania, United States are unavailable at this time.Please select another location. #J-18808-Ljbffr