Investment Analyst​/Trader

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

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 across both public and private markets. 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 across public and private markets.

The department also supports client-facing teams through timely market commentary, investment education, slide decks, quarterly fact sheets, client analysis, external blogs, whitepapers, and media commentary. The team maintains disciplined oversight of risk management, trading operations, Compliance liaison functions, and performance attribution. Due to the size and collaborative structure of the team, all Investment Analyst/Trader roles are expected to develop working knowledge across both public and private markets, cross-functional support and knowledge sharing are essential to the team's effectiveness.

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 role is onsite at our corporate office in Scottsdale AZ.

• Execute daily trades across client accounts with precision and timeliness, including order entry, trade blotter management, and end-of-day reconciliations.
• Monitor trade activity, settlements, and reconciliations for both public and private market transactions to identify and correct trade discrepancies in a timely manner.
• Perform portfolio rebalancing and assist with model updates using a proprietary portfolio management system; maintain and update model files to reflect current allocations and strategy changes.
• Support compliance with best-execution standards and trading procedures for public markets; process private market subscriptions and redemptions, track capital calls, and coordinate with operations to ensure accurate and timely execution.

• Conduct public company research and analysis, including fundamental and quantitative review of current and prospective holdings across core model portfolios.
• Contribute to ongoing monitoring of macroeconomic indicators, market trends, and asset class performance across both public and private markets; support core model research, analysis, and optimization.
• Support due diligence on public and private market investments, including evaluation of private equity, private credit, and alternative strategies; communicate with private equity managers on ad hoc requests related to new and existing products, including quarterly updates and client-specific issues.
• Generate insights and support the creation of internal and external investment content, including model portfolio recommendations; serve as a resource to advisors by answering investment questions and recommending suitable products based on client profiles and goals.
• Develop and maintain…