Portfolio and Trading Specialist at Allegiance Financial Group Advisory Services (AFGAS) · United States · Joined
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Portfolio and Trading Specialist
Allegiance Financial Group Advisory Services (AFGAS) · United States · Just now · 0 applicants
NewRemoteFull-timeSenior
Pay
$90k–$120kListed
Workplace
Remote
Job type
Full-time
Level
Senior
Source: jobright · Posted by joined-scrapper
About the role
This role is for an experienced portfolio and trading specialist to implement investment strategies for households with complex taxable assets, manage household-level implementation from transitions through ongoing portfolio management, and support firmwide trade quality, documentation, and advisor support.
What you’ll do
Implement investment strategies for households with complex taxable assets
Manage household-level portfolio implementation from transitions through ongoing management
Support firmwide trade quality and documentation
Provide advisor support for portfolio and trading activities
Handle customized requirements for complex taxable assets
What you’ll need
7-10 years in portfolio implementation, trading, or investment operations at a registered investment advisor, wealth manager, trust company, or asset manager
Hands-on experience with rebalancing and trading platforms (Orion Eclipse, Tamarac, iRebal, or similar) and major custodial platforms
Working fluency in tax lot accounting, wash sale rules, capital gains management, and tax-aware trading mechanics
Bachelor's degree in finance, economics, accounting, or a related field
Documented-process mindset prioritizing accuracy, fairness, and efficiency over speed, with discipline to escalate rather than improvise
Series 65 or investment adviser representative registration
Original job description
Oakwell Private Wealth Management is hiring its first Portfolio and Trading Specialist to implement investment strategies for households with complex taxable assets and customized requirements. The role manages household-level implementation from transitions through ongoing portfolio management, alongside firmwide trade quality, documentation, and advisor…