About Us

William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.

Summary

Trade execution agent between clients and the equity marketplace.

Duties and Responsibilities

• Executes equity orders accurately and timely as presented by clients Communicates effectively and concisely information surrounding a client’s order
• Reviews execution transactions to ensure accuracy of information and to ensure trades conform to regulatory requirements of governing agencies
• Develops and implements short and long term sales and trading strategies to achieve revenue growth goals Develops and cultivates new client relationships
• Performs other duties as requested by management
  

Qualifications & Requirements

• Bachelor degree or higher in related field
• Perform all work and activities with honesty and integrity
• Take personal responsibility for productivity, quality and timeliness of work
• Effectively communicate (and listen) clearly, professionally, politely and persuasively in all situations; respond well and in a reasonable, timely manner
• Challenge conventional practices and use creativity and information to lead, innovate, problem solve, and implement ideas to contribute to the growth of the organization
• Support and meet company/department goals and core values Collaborate with co-workers to achieve common goals Problem Solving/Analysis
• Technical Capacity Time Management

Working Conditions

While performing the duties of this job, the employee is regularly required to sit and use hands to type. The noise level in the work environment is usually moderate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work may require some weekend and/or evening work. Work may require some weekend and/or evening work.

Equal Opportunity Employer

William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.