Location: Wayne, NJ or Buenos Aires, Argentina
About Lumida
Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives.
Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience.
Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist.
We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience.
Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience.
Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more.
Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary.
The Opportunity
We are seeking a Trader with specialized skills in public equities and cryptocurrencies.
Ideal for quantitatively adept individuals, this role is perfect for those with a background in high-performance environments and an athletic mindset.
Core Responsibilities
- Implement long and short strategies developed by our research and portfolio management team.
- Run a daily morning and afternoon process assessing positions and themes for deteriorations, identifying favorable entries.
- Execute various trades, including market orders, limit orders, and hedging strategies and face off with our brokerage counterparties.
- Actively review portfolios for tax loss harvesting opportunities and implement substitutions.
- Track themes that are favorable or unfavorable using our in-house analytics platform.
- Monitor portfolio net exposures to sectors, factors, and investment themes, suggesting exposure adjustments as necessary.
- Remain up-to-date on market trends through research, translating insights into actionable strategies.
- Use our backtesting engine to identify new strategies.
- Maintain a culture of personal accountability and strive for excellence in market performance.
- Maintain a trade journal to track performance of themes
Candidate Profile
- Obsessed about financial markets
- 3 to 5 years of experience trading in financial markets
- Expertise in trading public equities and potentially digital assets
- Adept and fluent in trading tools such as Trading View, Koyfin, FinViz
- Contrarian but Curious
- Accountability mindset, beginner’s mindset, always learning
- Willingness to study and learn independently
- History of high achievement in demanding environments
- Competitive nature
- Strong analytical and quantitative skills
- ENTJ or INTJ personality type; systems thinker
Joining Lumida
At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.
