Portfolio Trader

*Only the most qualified candidates will be contacted

Ready to turn your finance degree or early investment experience into a career in wealth management? This is an excellent opportunity to join a growing advisory firm where you’ll gain hands-on exposure to portfolio trading, cash management, fixed income, and investment operations while working alongside experienced investment and financial professionals.

Our client is looking for a Portfolio Trader who is driven, detail-oriented, and eager to learn. Whether you’re a recent finance graduate with strong internship experience or have a few years of trading or wealth management experience, this role offers the opportunity to develop your technical skills and grow within an accomplished, collaborative team.

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
• Ideally 1–3 years of experience in portfolio trading, investments, portfolio management, or wealth management
• 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
• Progress toward the CFA charter is a plus
• Clean regulatory background

If you’re looking for an opportunity to build real-world investment experience and create a long-term career in wealth management, this could be an excellent next step.

Job Number – 3680623SG