Trader, Financial Consultant, Financial Analyst

This role provides trading support for Westchester’s event-driven investment strategies and supports trade execution, portfolio implementation, and ongoing market monitoring across a $5B+ platform. The position partners closely with Portfolio Managers and senior investment professionals to help maintain efficient portfolio positioning, promote risk awareness, and contribute to disciplined execution in a fast-moving market environment.

• Execute and support the positioning and ongoing management of a $5B+ event-driven investment portfolio under the direction of Portfolio Managers and senior investment staff.
• Monitor price movements, liquidity, and event-related developments across portfolio holdings, and communicate relevant market activity and risks to senior team members.
• Develop, maintain, and enhance Excel-based models and analytical tools, in partnership with the investment team, to support position sizing, tracking, and scenario analysis.
• Build and maintain relationships with sell-side brokers and securities lending/stock loan counter parties to support trade execution, borrow availability, and market insight.
• Closely monitor equity and debt capital markets calendars, including deal activity and corporate actions, to support proactive event-driven trading and portfolio implementation.

• Bachelor’s degree in Finance, Economics, or a related field.
• 3–5 years of experience in trading, investment management, capital markets, or a related financial role.
• Working knowledge of Bloomberg, including market data and security analytics.
• Strong proficiency in Microsoft Excel, including experience with Excel-based financial modeling.
• Familiarity with programming and analytical tools such as VBA and/or Python.
• Exposure to equity and/or debt capital markets and corporate actions.
• Foundational understanding of risk arbitrage or event-driven investing.
• Strong analytical skills, attention to detail, and ability to operate effectively in a fast-paced, market-driven environment.

The salary range for this role is $118,000 to $144,000. This position is also eligible to participate in the annual incentive plan.

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.