Company
Trader
Neural analysis suggests this role is
optimal for Mid candidates.
“Trader. Skills: Trading, Investment management, Capital markets. Execute and support positioning. Manage event-driven investment portfolio”
Industry & Context.
Analytical skills
U. S. citizenship or lawful permanent residency (Green Card holder)
What They're Looking For.
Must Have
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, Proficiency in Microsoft Excel, Familiarity with VBA and/or Python, Exposure to equity and/or debt capital markets and corporate actions, Foundational understanding of risk arbitrage or event-driven investing, Analytical skills, Attention to detail, Ability to operate effectively in a fast-paced, market-driven environment, U. S. citizenship or lawful permanent residency (Green Card holder)
What You'll Do.
Execute and support positioning
Manage event-driven investment portfolio
Monitor price movements
Monitor event-related developments
Communicate market activity
Develop Excel-based models
Enhance analytical tools
Support position sizing
Support scenario analysis
Build relationships with brokers
Maintain relationships with counterparties
Support trade execution
Support borrow availability
Support market insight
Monitor equity capital markets
Monitor debt capital markets
Support proactive trading
Support portfolio implementation
How You'll Work.
Team & Collaboration
Partner closely with Portfolio Managers; Partner with senior investment professionals; Partner with investment team; Communicate relevant market activity and risks to senior team members
Full Job Description
Our employees are our most valuable asset. ## _Job Description_ 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. Primary Job Responsibilities: * 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 counterparties 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. Ideal Qualifications: * 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 inv
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