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Palmer Group

Trader

Palmer Group, Des Moines

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Join a Family-Owned Business with a Legacy of Growth and Stability! We're seeking a motivated and strategic Trader to help drive continued success in a fast-paced, dynamic market. As part of a growing, family-owned business, you'll benefit from a supportive environment that values long-term relationships, integrity, and entrepreneurial spirit. Our stability and commitment to growth provide a strong foundation for your career, while our collaborative culture empowers you to make impactful decisions and thrive professionally.
Work model:

  • Hybrid
What you will do:
  • Ensure accurate investment accounting and reporting through reconciliation and system diagnostics
  • Maintain data integrity for investment targets, models, composites, and transactions
  • Monitor portfolio performance, asset flows, allocations, and compliance with policy statements
  • Prepare and deliver client reports, statements, invoices, and performance analyses
  • Execute trades per client IPS or Portfolio Manager direction
  • Analyze and report on asset allocation, cash positions, restrictions, and performance
  • Support investment research and communicate findings to the CIO
  • Develop and maintain standardized processes for investment accuracy and efficiency
  • Meet with clients to explain investment strategies and performance
  • Align with leadership's strategic direction and compliance standards
  • Perform and document compliance tasks; generate reports for the CCO
  • Assist in evaluating and implementing new software tools
  • Collaborate with planning teams to ensure investment alignment
What you will need to be successful:
  • Bachelor's in business, finance, accounting, or a related field
  • Series 65 license required
  • 2+ years in investment management or reporting (RIA or broker-dealer preferred)
  • Progress toward CFA designation
  • Advanced Excel skills; proficiency in Microsoft Office
  • Experience with systems like Tamarac, Orion, Schwab Advisor Center, eMoney, or Morningstar
Benefits overview:
  • Health, dental, and vision insurance
  • PTO
  • 401k
  • Pay + bonus

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email