DESCRIPTION

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• Needed:  A High Sense of Urgency 

• Wanted:  A Love of Solving Puzzles

• Required:  A Growth Mindset

Do you pride yourself on getting important things done quickly and accurately? Do the details matter to you? Do you thrive under pressure when the stakes are high? Do you value working within a highly driven, collaborative team that works together in-person each day?  If you answer, “That's me!”, then this is the opportunity for you. Fielder Capital Group seeks an experienced professional to join our growing firm. You would work alongside our tight-knit team from our office in a modern building in Nashville’s booming Gulch. You would receive competitive compensation, health and retirement benefits, paid-time-off, career development and training, and the opportunity to grow over time into more advanced roles.

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POSITION RESPONSIBILITIES

• Execute trading in individual equities, fixed income, ETFs, funds, and other securities

• Operate and optimize software solutions for trading and portfolio management 

• Maintain asset allocation models for client portfolios 

• Monitor and improve processes for cash transfers, trading, and rebalancing

• Identify and implement opportunities for process improvement, automation, and scalability

• Research specific investments and asset managers (public and private) across asset classes

• Conduct due diligence, including interviewing managers, analysts, and company executives

• Create, maintain, and manage detailed due diligence files and records

• Prepare materials for client presentations

 

REQUIRED SKILLS & QUALIFICATIONS

• Presently residing in Nashville, TN

• A bachelor’s degree in business, economics, mathematics, or other analytical field 

• Proficiency in basic finance skills (financial modeling, accounting, etc.)

• 3+ years of demonstrated success working in financial services

• Strong sense of urgency and adaptability

• Meticulous attention to detail and exceptional analytical skills

• Excellent planning, organization, and time management skills

• Strong skills in Excel and quick learner of new software/systems

• Strong communication skills in both written and oral form

• History of working well independently and within teams

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PREFERRED QUALIFICATIONS​

• Prior experience with an RIA or broker-dealer

• Experience with Orion Advisor software and Eclipse

• CFA candidate/charter-holder, one or a combination of the Series 7, 63, 65, 66 

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​If you are interested in interviewing for this role, please send a resume along with a cover letter explaining why you are an ideal fit to  info@fieldercapital.com. Please note that resumes submitted without a cover letter will not be considered. We will not respond to solicitations from recruiters.

 

Thank you in advance for your interest!