Senior Analyst, Trading

Overview

This role is for a full-time, remote Analyst/Sr. Analyst, Trading. The position manages and maintains internal asset allocation model portfolios and equity SMA strategies across client accounts. Core duties include implementing portfolios, overseeing portfolio drift and cash needs, ensuring model alignment, and coordinating rebalancing activities to support high standards of portfolio management.

The ideal candidate brings strong analytical and organizational skills, meticulous attention to detail, and a working understanding of portfolio management concepts and investment operations. You will collaborate with internal teams to keep portfolios aligned with model objectives while supporting process improvements and operational scalability.

Responsibilities

• Manage and maintain internal asset allocation model portfolios and equity SMA strategies across multiple client accounts
• Monitor client portfolios for model drift, cash needs, and allocation tolerance thresholds
• Initiate and execute portfolio rebalancing activities to maintain alignment with assigned models
• Oversee seamless implementation of new accounts into model portfolios and investment strategies
• Monitor portfolio activity to ensure adherence to investment guidelines and model objectives
• Coordinate with trading, operations, and wealth teams to support portfolio maintenance and workflow efficiencies
• Maintain and update accurate portfolio, account, and model data within portfolio management and trading systems
• Provide operational oversight for UMAs and custodial platforms, including Fidelity, Schwab, and Pershing
• Identify and implement opportunities for workflow improvement, automation, scalability, and operational efficiency within portfolio management
• Support ongoing development and enhancement of internal portfolio management processes and procedures
• Develop advanced expertise in portfolio management systems and tools used across the organization

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related business field (preferred)
• Minimum of 2 years’ experience in portfolio management, trading operations, investment management, or a similar field
• Series 65 preferred; required for advanced positions
• Experience with portfolio management, rebalancing, or trading systems (preferred)
• Familiarity with trading/rebalancing tools, UMA platforms, and custodial platforms such as Fidelity, Schwab, and Pershing (preferred)

Knowledge, Skills, and Abilities

• Deep understanding of portfolio management and investment concepts
• Excellent analytical and problem-solving abilities
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
• Independent and self-motivated, with minimal supervision required
• Effective organizational and time management skills with a sense of urgency
• Strong technical aptitude and ability to quickly master new systems and technologies
• Advanced proficiency in Microsoft Excel and experience analyzing large data sets
• Critical thinking skills and sound decision-making abilities
• Strong written and verbal communication skills
• Collaborative approach to working with internal stakeholders and cross-functional teams
• High level of professionalism and commitment to operational accuracy and consistency

Compensation & Benefits

• Compensation range: $51K - $85.4K

Location

• Remote