Portfolio Trader + Growing Firm + Amazing Culture

The employer is a growing advisory firm seeking a Portfolio Trader to support wealth management and investment operations. The role executes portfolio trades, monitors cash and account activity, supports rebalancing, resolves discrepancies, maintains trading records, and collaborates with portfolio managers, advisors, and operations professionals.

What you'll do:

• Execute routine money market and fixed-income trades across client portfolios
• Monitor cash balances, maturities, account activity, and portfolio exceptions
• Support quarterly and as-needed portfolio rebalancing
• Review accounts for cash variances, tolerance issues, restrictions, and other trading-related items
• Manage daily trading requests and workflows, ensuring items are completed accurately and on time
• Research and resolve account or trading discrepancies
• Maintain accurate trading documentation and account records
• Partner closely with portfolio managers, advisors, and operations professionals to implement investment decisions
• Help identify opportunities to improve trading processes and client service

What they're looking for:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
• Strong attention to detail and comfort working with numbers, account activity, and time-sensitive transactions
• Proficiency with Excel and the ability to learn investment and trading technology
• Professional judgment and discretion when working with confidential client information
• Clean regulatory background
• Ideally 1–3 years of experience in portfolio trading, investments, portfolio management, or wealth management
• Progress toward the CFA charter