Oxbow Advisors

RIA Portfolio Trader

Houston, TX, US

7 days ago
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Summary

Why Join Oxbow

Oxbow Advisors is an independent money management firm (RIA) that emphasizes preservation of capital and long-term growth. It is a dynamic, fast growing firm that allows for personal growth and promotes teamwork.

Who We’re Looking For

Oxbow is seeking a motivated professional who wants to grow their career with a proven leader in the investment business. We are a team of high performers looking for the right person to join our trading team and help grow our trading capabilities.

Key Responsibilities

  • Execute and manage trades for stocks, ETFs, mutual funds, and bonds in client portfolios in a timely, cost-effective manner and in compliance with internal policies and procedures.
  • Ensure adherence to risk management protocols, compliance guidelines, and regulatory requirements
  • Perform data audits to prevent rebalancing errors
  • Liaise with custodians, brokers, and counterparties to ensure timely and accurate execution of trades


Requirements

  • A Bachelors degree in Finance, Accounting, Mathematics or Engineering
  • Experience trading stocks, bonds, and ETFs in a professional setting
  • 3+ years of experience in trading on Orion, Envestnet, Tamarac, or SEI
  • Ability to work in person at our Houston office five days a week
  • Experience with Orion Eclipse or models based portfolio management systems
  • Strong Analytical Skills
  • Track record of success as a team player


Benefits/Perks

  • Employer-paid health insurance
  • Dental and vision insurance
  • 401(k)

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