Trading Analyst

The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mindYou don’t get one advisor – you get The Mather Group.Trading AnalystThe Trading Analyst plays a critical role in supporting the firm’s investment operations and portfolio management activities. This position is responsible for portfolio trading and execution, money movement, model analysis, and portfolio reporting, while closely monitoring portfolio performance and risk exposures. The Trading Analyst will also support back-office operational processes and actively utilize portfolio management and trading systems to ensure accuracy, efficiency, and compliance. Acting independently within established investment policy guidelines, this role requires strong analytical judgment and the ability to manage complex portfolios in a fast-paced, detail-oriented environment.Role ResponsibilitiesManage daily trading activity (Equities, ETFs and Fixed Income) and account maintenance, following investment policies/guidelines and within designated portfolio modelsExecution of complex investment strategies using advanced rebalancing softwareMonitor cash balances and drift reports of managed portfoliosMaintain accurate portfolio accounting for all clients and accounts and trading system across all areas of the firmEnsure smooth account transition process and accurate implementation of investment decisions, working closely with various internal departmentsMonitor cash balances and drift reports of managed portfoliosWork in partnership to support internal departments and committeesAssist with report generationEnsure compliance with FINRA, SEC and other governing entities, as well as internal compliance policies and proceduresRequired Experience Bachelors Degree in Finance or Economics preferred1-3 years’ experience required,Previous experience as a Trading Analyst and/or extensive industry experience preferredExcellent analytical and quantitative skillsHigh attention to detailAbility to work well, under pressure in a fast-paced environmentSelf-motivated and proactive team playerRole InformationStatus: Full-Time (Hybrid)Location: Chicago, ILReports to: Frank Pecucci, Senior Director of Trading