The Mather Group Trading Analyst - Chicago

The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team. 

ABOUT THE MATHER GROUP, LLC

The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind.

TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). This means we have a fiduciary duty to always act in our clients' best interests. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.

We educate investors on what the fiduciary responsibility really means, at a time when it is more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • $8.3 billion in assets under management
  • 11 offices in established markets: Chicago (headquarters), Atlanta, Austin, Dallas, Houston, Knoxville, Nashville Area, San Francisco Bay Area, Seattle Area, Spring TX, and Washington DC Area
  • 135+ staff members and growing
  • Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021)
  • Named among Financial Planning Top 150 Fee-only RIAs (2018, 2019, 2020, 2021)
  • Named among Crain's Chicago Business Fast 50 (2021)
  • Named among Pensions & Investments Best Places to Work in Money Management (2021)

Data above as of March 31, 2022. Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Each organization establishes its own criteria for inclusion. Please visit our website at www.themathergroup.com for additional information regarding TMG’s awards and recognition.

ABOUT THE POSITION

The role of the Trading Analyst includes portfolio trading, execution, and money movement, as well as model analysis, portfolio reporting, monitoring portfolio performance and exposures, back-office operational processes, and utilization of portfolio management/trading systems. The Trader will act independently within established investment policy guidelines, while managing complex portfolios.

As a Trading Analyst, you will be responsible for:

  • Managing daily trading activity (equities, ETFs, fixed income, etc.) and account maintenance, following investment policies/guidelines and within designated portfolio models
  • Executing complex investment strategies using advanced rebalancing software
  • Block trading
  • Monitoring cash balances and drift reports of managed portfolios, while fulfilling cash requirements for client distributions and requests
  • Maintaining accurate portfolio accounting for all clients/accounts and trading systems across all areas of the firm
  • Ensuring a smooth account transition process and accurate implementation of investment decisions, working closely with various departments within the firm
  • Developing an understanding of global fixed income markets and their structure, while providing innovative and scalable ideas for new strategies
  • Contributing to thought leadership content for internal and external distribution
  • Assisting with various M&A project deliverables, as requested by the Chief Operations Officer
  • Working in partnership to support internal departments and committees in making better informed decisions, consistent with firm’s long-term strategy
  • Delivering effective written and verbal communication to financial advisors, internal departments, and firm leaders
  • Maintaining technical competence by staying current on industry developments and technical authorities
  • Assisting in ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements
  • Performing other job-related duties as assigned

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

  • Finance, Economics, or Accounting Bachelor’s degree preferred
  • 1-3 years of experience as a Trading Analyst and/or extensive industry experience preferred
  • Excellent analytical and quantitative skills, with meticulous attention to detail
  • Flexible and able to work well under pressure in a fast-paced and dynamic team environment
  • Self-motivated and proactive team player who takes ownership and accountability of responsibilities
  • Extensive knowledge of asset allocation, portfolio construction, and portfolio risk management
  • Knowledge of various types of investments, asset classes, and markets
  • Demonstrated success in conducting investment due diligence, making investment recommendations based on thorough analysis, and portfolio construction
  • Strong written and verbal communication skills
  • Previous Fixed Income or ETF trading experience is a plus
  • Strong proficiency with Microsoft Office Suite (specifically Excel), databases, and other software programs
  • Extensive knowledge of Eclipse & Orion is preferred

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.

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The Mather Group

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