Marketing/Trading/Research Assistant

Company Description: 

Shelter Rock Management, LLC (www.shelterrockmanagement.com) is a rapidly growing independent SEC registered investment advisory firm based in Jericho, New York. We actively manage retirement and taxable accounts for high net worth and corporate clients. We also perform 401k advisory services for small/mid-sized companies.  

We manage our high-net worth client’s Fidelity brokerage accounts in conservative and growth strategies that have excellent 10+ year track records. Our portfolios are invested in stocks, bonds, mutual and index funds.  As part of our 2024 plan, we intend to begin offering our strategies to institutional clients. This role will support these efforts and assist our team to manage our business.     

Marketing/Trading/Research Assistant: 

The role we are looking to fill will have a variety of responsibilities under the direct supervision of Shelter Rock’s President and Chief Investment Officer. It will include:       

·      Marketing projects to help prepare, prospect and introduce our strategies to institutional investors (family offices, pensions and endowments.) 

·      Assist with some trading and investment research.  

·      No experience necessary. We will provide training.      

Requirements: 

·               3+ years of work experience in financial services a plus.   

·               Ability to work up to 3-days/week from our Jericho, NY office.  

·               Positive attitude, detail-oriented, team player and hard worker.  

·               Outgoing/personable, works well with others.     

·               BS in Business/Economics and/or MBA Degree Preferred 

·               Computer skills; ability to use Microsoft word/excel/power point and learn new software programs and applications.    

Compensation: 

·               $60K to $100K/year.  

Please send a cover letter and a resume to [email protected].    

Shelter Rock Management, LLC