Trading specialist

Inspire is the world's largest provider of faith-based ETFs, recognized for our commitment to innovation and excellence in the biblically responsible investment industry. Voted the best small company to work for in southwest Idaho, we offer a collaborative, purpose-driven environment where values like stewardship and integrity are at the core of everything we do. Join our team and contribute to meaningful growth in a company that leads with impact and vision in the global market.

Why work here?

We seek to inspire transformation for God's glory throughout the world; come change the world with us! Our offices are located in the vibrant atmosphere of The Village in Meridian, Idaho.

About Inspire:

We are a Christian faith based financial organization seeking to inspire transformation for God's glory throughout the world. We are looking for like-minded and mission driven team members to join the movement. Please visit www.inspireinvesting.com to learn more.

Overview

This job description is meant to serve only as a guideline. During the actual course of business, employees and volunteers may be called on to accomplish tasks and perform duties outside of what is listed herein and will be expected to perform those duties, both listed below and those not listed below, with enthusiasm according to Inspire’s BEST Values of Blessing, Excellence, Stewardship and Transformation.

Trading Specialist – Investment Management Department

Inspire’s Trading Specialists are responsible for providing aid and support for various operations within the portfolio management team. Responsibilities include, but are not limited to:

• Enter trades for accounts to raise cash as needed/requested, as well as enter trades for new accounts or new cash deposits via Folio, Orion or directly with TDAmeritrade or Schwab as directed by the Director of Trading and Research.
• Enter trades for Quarterly Rebalancing via Folio & Orion as directed by the Director of Trading and Research.
• Review previous day trade activity for accuracy and completeness.
• Update investment management files/models with current Inspire Impact Scores as directed by the Director of Trading and Research.
• Keep SMA models up to date on portfolio management systems – Folio and Orion as directed by the Director of Trading and Research.