Balanced Rock Investment Advisors is a Boston-based fee-only wealth management and financial planning firm with a focus on values-based investing. We work with clients across a wide range of income and asset levels with the goal of providing quality fiduciary advisory services to anyone who needs them. We are a growing firm with opportunities for advancement. About the Role We are seeking an experienced Trader / Investment Analyst to take ownership of trade execution and portfolio analytics across our client accounts. This role is well suited to a detail-oriented professional who enjoys the technical and quantitative side of portfolio management and wants meaningful exposure to the investment process at a growing fiduciary firm. What You’ll