We’re looking for a detail-oriented and analytical Trader to join Savant’s Investment Team, where you’ll play a key role in executing portfolio strategy, managing cash flow needs, and supporting a high standard of client service. This is an excellent opportunity for someone with trading or financial planning experience who thrives in a fast-paced environment, enjoys problem-solving, and wants to make a direct impact on portfolio management and operational efficiency.
In this role, you can expect to focus in the following areas:
- Process trades in client accounts consistent with Savant’s investment strategy.
- Analyze clients’ portfolios, identifying key areas that need to be altered according to strategy, asset location and tax needs.
- Largely responsible for cash management including properly investing cash (dividends, interest and deposits) and raising cash (systematics, one-time withdrawals and fees) all according to the portfolio needs. Rebalancing the accounts as needed.
- Complete trades on time, during market hours and process Same Day trading requests.
- Place trade orders through custodians as well as process trades via telephone
- Be a specialist in Tamarac, Salesforce, Schwab, Fidelity, Raymond James, and TIAA sites and any other third-party sites as needed.
- Setup and maintain client cash and investment model information in the trading software.
- Analyze trading data and look to improve efficiency and reduce costs.
- Stay informed about market trends, news, and economic developments that may impact trading strategies.
- Communicate respectfully and efficiently with CSRs and Advisors on client account inquiries.
- Maintain a working knowledge of Savant’s investment philosophy, portfolio construction and appropriate model securities.
- Prepare and update as necessary documentation for processing trades.
- Provide consistent, thorough, and accurate communication to all parties involved with trading requests.
- Support the investment research team as needed.
- Maintain team approach by assisting and filling in for others.
- Perform other duties as requested.