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SalaryJob Title: Portfolio Trader
Our rapidly growing Registered Investment Advisor (RIA) firm in the East Bay seeks an experienced Portfolio Trader to join our team. The ideal candidate must be self-motivated, analytical, and detail-oriented. We have a small office environment and teamwork is critical to our working culture and ability to provide our clients with the highest level of service.
JOB DESCRIPTION:
- Create spreadsheets of potential and existing client portfolios
- Generate portfolio analysis
- Rebalance clients’ portfolio to desired target investment allocations
- Accurately execute client trades
- Prepare and conduct block trades
- Conduct account and position audits
- Prepare client portfolio reports
QUALIFICATIONS:
- Minimum of 3 years of relevant financial services experience REQUIRED
- 4-year college degree REQUIRED, emphasis in finance strongly preferred
- Advance Excel knowledge REQUIRED
- Experience with both brokerage and advisory platforms
- Clean compliance record and background check
This is a full-time salaried position. Compensation commensurate with experience.
If you are interested in applying, please submit your resume and cover letter explaining your experience, the types of financial planning software(s) you are familiar with, and why you think you would be a good fit for our firm. Submissions that do not need the minimum required qualifications will not be considered.
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
Work Location: In person
