Investment Specialist

Cnect

Investment Associate delivering trading solutions for clients, managing financial transactions and optimizing portfolios. Collaborates with the Investment Manager in a hybrid role based in Dallas, TX.

Posted 5/15/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for placing trades, raising cash for distribution requests and implementation of the intended investment strategy.
Review accounts on a weekly basis for opportunities to tax harvest, rebalance, allocate cash and replenish cash.
Utilize trading platforms and software to execute orders efficiently.
Manage and optimize trading portfolios while adhering to risk and compliance guidelines.
Stay informed about industry trends, regulations, and developments that may impact the trading environment.
Act swiftly and decisively in response to changing market conditions or portfolio changes.
Work with Investment Manager to evaluate changes in process or systems to increase efficiency and impact to the company.
Communicate with company’s wealth managers and client service staff regarding trade-related activity.

Requirements

What you’ll need

Bachelor's degree in finance, economics, business, or a related field
Proven experience as a trader in a financial institution
In-depth knowledge of financial markets, trading instruments, and asset classes
Strong analytical skills and the ability to make data-driven decisions
Proficiency in using trading software and platforms
Excellent risk management and decision-making abilities
Strong communication and interpersonal skills
Ability to work well under pressure and in a fast-paced environment
Understanding of risk management principles and compliance regulations
Series 65 license

Benefits

Comp & perks

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tradingtax harvestingportfolio managementrisk managementdata analysisdecision-makingfinancial markets knowledgetrading instruments knowledgeasset classes knowledgecompliance regulations understanding

Soft Skills

analytical skillscommunication skillsinterpersonal skillsability to work under pressuredecisivenessadaptabilityteam collaborationefficiency improvementclient servicefast-paced environment adaptability

Certifications

Bachelor's degreeSeries 65 license