Balanced Rock Investment Advisors is a Boston-based fee-only wealth management and financial planning firm with a focus on values-based investing. We work with clients across a wide range of income and asset levels with the goal of providing quality fiduciary advisory services to anyone who needs them. We are a growing firm with opportunities for advancement.
About the Role
We are seeking an experienced Trader / Investment Analyst to take ownership of trade execution and portfolio analytics across our client accounts. This role is well suited to a detail-oriented professional who enjoys the technical and quantitative side of portfolio management and wants meaningful exposure to the investment process at a growing fiduciary firm.
What You'll Do
What We're Looking For
Work Environment
Primarily remote, with a minimum of 1 day per week at our office in the Roslindale neighborhood of Boston. During onboarding and training, additional in-office days per week may be required.
Compensation and Benefits
Salary of $70,000 - $80,000 depending on experience and qualifications, an annual bonus opportunity, 401(k) with 6% employer contribution, health insurance (PPO, HSA compatible), dental insurance, and life and disability insurance. Approximately 4 weeks of paid time off in addition to standard paid holidays.
How to Apply
Please submit a separate cover letter and resume by email to careers@balancedrockia.com.
Equal Opportunity
Balanced Rock is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to providing equal employment opportunities regardless of race, color, sex, gender identity, sexual orientation, religion, national origin, disability, family or parental status, or any other non-merit factor. We encourage all qualified applicants to apply.
Trader / Investment Analyst • Boston, MA, United States
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