Balanced Rock Investment Advisors is a Boston-based fee-only wealth management and financial planning firm with a focus on values-based investing. We work with clients across a wide range of income and asset levels with the goal of providing quality fiduciary advisory services to anyone who needs them. We are a growing firm with opportunities for advancement.
About the Role
We are seeking an experienced Trader / Investment Analyst to take ownership of trade execution and portfolio analytics across our client accounts. This role is well suited to a detail-oriented professional who enjoys the technical and quantitative side of portfolio management and wants meaningful exposure to the investment process at a growing fiduciary firm.
What You'll Do
- Execute equity, ETF, mutual fund, and fixed-income trades across client accounts in Orion Eclipse.
- Run model-based rebalances, raise cash for distributions, invest contributions, and conduct tax-loss harvesting.
- Coordinate with Charles Schwab on settlement, corrective trades, ACATs, journals, and money movement.
- Monitor portfolios for drift, allocation breaches, concentration, restricted holdings, and tax-sensitive positions.
- Conduct quantitative and qualitative research on securities, ETFs, mutual funds, and managers, consistent with our values-based investment guidelines.
- Reconcile holdings and performance data in Orion and assist with client performance reporting.
- Support compliance — best execution review, trade allocation, personal trading, and books-and-records.
- Streamline trading workflows, reduce operational risk, and document procedures so the firm scales cleanly.
What We're Looking For
- Several years' experience in a trading, operations, or analyst role at an RIA, broker-dealer, or asset manager.
- Hands-on experience with Orion Eclipse (or comparable OMS/rebalancer such as iRebal, tRx, or BlackDiamond Rebalancer).
- Experience working with Charles Schwab as custodian (or comparable: Fidelity, Pershing).
- Series 65 (or equivalent) required at time of hire, or must be obtained within 60 days of hire.
- Bachelor's degree, preferably in finance, economics, accounting, mathematics, statistics, or a related quantitative field.
- Advanced Excel skills; comfort manipulating large data sets and building screens/models.
- Sharp attention to detail; strong written and verbal communication; ability to work independently in a remote-first setup.
- Progress toward CFA or CFP and exposure to Python/SQL/VBA are a plus.
Work Environment
Primarily remote, with a minimum of 1 day per week at our office in the Roslindale neighborhood of Boston. During onboarding and training, additional in-office days per week may be required.
Compensation and Benefits
Salary of $70,000 - $80,000 depending on experience and qualifications, an annual bonus opportunity, 401(k) with 6% employer contribution, health insurance (PPO, HSA compatible), dental insurance, and life and disability insurance. Approximately 4 weeks of paid time off in addition to standard paid holidays.
How to Apply
Please submit a separate cover letter and resume by email to careers@balancedrockia.com.
Equal Opportunity
Balanced Rock is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to providing equal employment opportunities regardless of race, color, sex, gender identity, sexual orientation, religion, national origin, disability, family or parental status, or any other non-merit factor. We encourage all qualified applicants to apply.
