Portfolio and Trading Associate

Responsibilities

• Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting
• Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians
• Process advisor-submitted investment tasks via the internal dashboard and complete same-day executions (per SLA)
• Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
• Implement new accounts into SWIM and execute rebalances for advisors
• Support bulk implementations to accelerate advisor adoption of SWIM
• Aid with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models
• Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
• Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution

Requirements

• 2+ years of relevant experience in wealth management, trading, or investment operations
• 2+ years of experience trading client portfolios using portfolio management and trading software
• Strong understanding of the wealth management industry and experience collaborating with advisors
• Prioritization of tasks and execution with efficiency and accuracy
• Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity
• Current Series 65 license or willingness to obtain within 2 months
• Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes

Qualifications

Must have:

• 2+ years of relevant experience in wealth management, trading, or investment operations
• 2+ years of experience trading client portfolios using portfolio management and trading software
• Strong understanding of the wealth management industry and experience collaborating with advisors
• Prioritization of tasks and execution with efficiency and accuracy
• Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity
• Current Series 65 license or willingness to obtain within 2 months
• Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes