Portfolio and Trading Associate

Savvy
New York
Workplace: HybridFull timeUSD 120,000 - 130,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 2+ yearsSkills: ["Communication","Problem-solving","Teamwork"]

Hands-on role managing daily trading, portfolio management, and automation within a fast-growing wealth management platform. You’ll execute advisor tasks, utilize trading software to scale client portfolios, and help drive adoption of the SWIM platform, while collaborating with advisors to ensure operational excellence and efficient workflows.

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FursaFursa
Savvy
Savvy
7 months ago

Portfolio and Trading Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Hands-on role managing daily trading, portfolio management, and automation within a fast-growing wealth management platform. You’ll execute advisor tasks, utilize trading software to scale client portfolios, and help drive adoption of the SWIM platform, while collaborating with advisors to ensure operational excellence and efficient workflows.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key 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

Pay and Benefits

Salary: USD 120,000 - 130,000 annually
Equity and Bonus:Equity
Perks:Health Insurance401kPaid LeaveMedicalDentalVisionHsa/fsa

Key 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
  • •Proven ability to take ownership of tasks and execute with efficiency and accuracy
  • •Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity
Experience:2+ yearsWealth managementTradingInvestment operations
Skills:CommunicationProblem-solvingTeamwork
Certifications:Series 65
Languages:English
Tech Stack:Orion EclipseSchwabFidelityEclipseSWIMPortfolio managementTrading software

Company Brief

Savvy
Provides wealth management and financial planning services focused on helping individuals and families grow, preserve, and manage their wealth through personalized investment strategies and advisory support.
Industry: Wealth Management
Website