Location: Wayne, NJ
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 whose primary discipline is technical analysis, applied to public equities and digital assets. This person will own the timing and execution of entries and exits across our long/short book, translating the research team’s fundamental convictions into precisely timed trades using price action, chart patterns, and momentum frameworks.
This role is ideal for someone who thinks in terms of levels, structure, and flow — and who thrives in a high-accountability, performance-driven environment.
Core Responsibilities
- Apply technical analysis frameworks — chart patterns, support/resistance, volume analysis, momentum indicators, and market structure — to identify optimal entry and exit points across the long/short equity book.
- Run a disciplined morning and afternoon process: review key levels, assess price action across positions and watchlists, and flag setups that are approaching actionable zones.
- Execute trades across market orders, limit orders, and hedging strategies, interfacing directly with brokerage counterparties.
- Maintain a trade journal documenting setups, execution rationale, and outcomes to build a continuous feedback loop on performance.
- Use tools such as TradingView, FinViz, and Koyfin fluently as part of daily workflow for screening, charting, and monitoring.
- Monitor portfolio net exposures to sectors, factors, and investment themes; suggest exposure adjustments as market conditions evolve.
- Track favorable and unfavorable thematic trends using our in-house analytics platform.
- Actively review portfolios for tax loss harvesting opportunities and implement substitutions.
- Use our backtesting engine to test and refine strategies, contributing to the evolution of the team’s investment process.
- Remain current on market trends through independent research, translating insights into actionable ideas for the portfolio team.
- Maintain a culture of personal accountability and strive for excellence in market performance.
Candidate Profile
Core Requirements
- 3 to 5 years of experience trading financial markets, with a demonstrable track record of using technical analysis as a primary decision-making tool.
- Deep fluency in price action, chart patterns, volume profiles, and momentum indicators. You should be able to articulate your TA framework and show how it has informed real trades.
- Expertise in trading public equities; experience with digital assets is a strong plus.
- Proficient with TradingView, FinViz, Koyfin, and similar platforms.
- CMT (Chartered Market Technician) or CFA designation preferred.
Mindset & Attributes
- Obsessed about financial markets
- Strong pattern recognition and market intuition, combined with the discipline to wait for setups rather than chase.
- Systems thinker with high personal agency — you build processes, track results, and iterate.
- Contrarian but curious: willing to challenge consensus, but intellectually honest enough to update your views.
- Accountability mindset and beginner’s mindset — always learning, always refining.
- History of high achievement in demanding, competitive environments.
- Willingness to study and learn independently
- 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.
