Trader​/Investment Analyst

Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management.

As we continue to grow, we are seeking an experienced Trader / Investment Analyst to join our team and contribute to the strategic growth of the firm.

As a Trader / Investment Analyst, you will play a critical role in supporting our trading and portfolio management functions. You'll execute trades, support portfolio operations, and contribute to investment research while working within our technology stack — including Tamarac, custodial platforms, and proprietary tools. This position offers hands-on experience in portfolio management, rebalancing, risk analysis, and the opportunity to help evolve our investment systems.

• Execute trades across client accounts to maintain target allocations and investment strategies.
• Process orders in Tamarac for model updates, cash management, rebalancing, tax-loss harvesting, and new account funding.
• Manage daily investment operations, including cash management, reconciliations, and risk monitoring.
• Manage cash flows by raising or investing funds to meet client requirements.
• Perform both discretionary and non-discretionary trades in accordance with client instructions.
• Conduct portfolio-wide rebalancing to ensure alignment with investment objectives.
• Support portfolio analysis and ongoing portfolio management activities.
• Perform macroeconomic and market research to support investment decisions.
• Conduct risk analysis and monitor exposures across client accounts.
• Collaborate with advisors and operations staff to ensure accurate trade execution and reporting.
• Maintain trade logs, perform accuracy checks, and ensure compliance documentation is complete.
• Utilize Excel extensively for performance, risk, and portfolio data processing.
• Assist with research projects, dashboard development, and internal investment reporting.

Note:

Responsibilities may evolve with the needs of the firm.

• Bachelor's degree from an accredited university, preferably in Finance, Economics, Business, Accounting, Data Science, or a related field.
• Solid understanding of equity, fixed income, mutual fund, and ETF trading mechanics.
• Knowledge of trading, rebalancing, asset allocation, and portfolio mathematics.
• Strong Excel and data analysis skills, including experience working with large data sets.

• Familiarity with portfolio management systems and custodial platforms.
• Experience with Tamarac or similar trading/rebalancing software (Black Diamond, Addepar, etc.).
• Excellent communication and organizational skills.
• Ability to work both independently and collaboratively within a team environment.
• Knowledge of macroeconomic indicators and their impact on markets.
• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including retirement plans, and paid time off.
• Opportunities for professional development and career advancement within a dynamic and growing organization.

Planning Alternatives is equal opportunity employer. We encourage qualified individuals from all backgrounds to apply.