Saturday, March 5, 2011

Securities Trader 2 (Trader)

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Nelson Capital Management, a rapidly growing RIA located in Palo Alto, is a wholly owned subsidiary of Wells Fargo. The securities trader will be primarily responsible for working with a variety of brokerage firms and custodians to achieve best execution and timely settlement of both large block trades and ongoing trading as required by portfolio managers. A keen attention to detail and accurate trade execution are required. The trader will be responsible for maintaining up to date procedures and will work directly with the Chief Compliance Officer to maintain regulatory compliance. The successful candidate will participate as a non-voting member of the investment policy committee, will have related research responsibilities and is expected to provide trading perspective on investment decisions. This position is responsible for ongoing holdings based attribution analysis and trade cost analysis for a publically traded mutual fund. The trader will also be involved in assisting Investment Managers in preparing business development materials including presentations, quarterly meetings materials and ongoing support in providing excellent client service. Nelson Capital is a small firm where individuals must be self-motivated and actively seek additional responsibilities and learning opportunities.

Requirements * Basic Qualifications:
2+ years trading experience.
* Minimum Qualifications:

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