DEPARTMENT DESCRIPTION:

The Investment Management team is responsible for setting the firm’s investment strategy, developing unique model portfolios, day-to-day oversight, trading, and rebalancing client portfolios. This includes conducting rigorous macroeconomic and market research, managing asset allocation across risk profiles, selecting and monitoring investments through both bottom-up and top-down research, and driving innovation in our investment offerings. The department also supports client-facing teams through timely market commentary, investment education, slide decks, and external blogs, whitepapers, and media commentary. The team maintains disciplined oversight of risk management, trading operations, and performance attribution. As the strategic backbone of our investment platform, our team plays a central role in delivering consistent, high-quality investment outcomes to our clients, and reinforces Trajan Wealth’s position as a leader in the investment management industry.
This position is 5 days onsite at our Scottsdale Corporate office.

QUALIFICATIONS

• Undergraduate degree in finance, economics, accounting, or related field.
• Working knowledge of financial markets, portfolio construction, and trading mechanics.
• Completion of or progress towards the CFA, CFP, or other industry designations, or a willingness to pursue.
• High attention to detail and accuracy in a fast-paced environment.
• Ability to meet deadlines, “can do” attitude.
• Strong analytical and problem-solving skills.
• Excellent written and oral communication abilities.
• Team-oriented mindset with a proactive, creative, resourceful attitude.
• Commitment to confidentiality, fiduciary ethics, and client-first standards.Proficiency with Excel, portfolio management systems, and custodians.

JOB PURPOSE

Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial advice and differentiated investment strategies. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and outstanding client support.