The Agency is recruiting for a Trader on behalf of our client.

Professional Growth: Opportunity to deepen expertise in portfolio management and regulatory compliance within a high-performing environment.

Analytical Impact: Engage in complex financial analysis that directly influences client investment strategies and outcomes.

Client Engagement: Participate in client meetings to present portfolio performance and build trusted advisory relationships.

• Manage all open orders and execute client trades in a timely and accurate manner.
• Ensure strict adherence to Investment Policy Statement (IPS) guidelines across all client portfolios.
• Oversee daily operations, including monitoring reports, processing amendments, and tracking key portfolio activities.
• Conduct in-depth analysis of risk/return profiles, sector performance, capital structures, investor holdings, and trade flows.
• Prepare detailed portfolio performance reports and participate in client review calls to present findings.

• Bachelor’s degree in Finance or a related field.
• Prior experience in a brokerage trading role within a Canadian financial firm.
• Completion of Canadian Securities Institute certifications, including CSC and CPH, required.
• Proficient in Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Detail-oriented with the ability to think quickly and make sound decisions under pressure.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply. 

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Patrick@theagency.ky.