Company Profile

Balanced Rock Investment Advisors is a Boston-based fee-only wealth management and financial planning firm with a focus on values-based investing. We are a small, growing fiduciary firm and we are hiring a Trader / Investment Analyst to take ownership of trade execution and portfolio analytics across our client accounts. Responsibilities:Execute equity, ETF, mutual fund, and fixed-income trades using Orion Eclipse, our order management system. Run model-based rebalances, raise cash for distributions, ...