Portfolio and Trading Associate at Savvy · New York, NY · Joined
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Portfolio and Trading Associate
Savvy · New York, NY · Just now · 0 applicants
NewHybridFull-timeMiddle
Pay
$120k–$140kListed
Workplace
Hybrid
Job type
Full-time
Level
Middle
Source: jobright · Posted by joined-scrapper
About the role
Supports daily portfolio management and trading for Savvy Wealth, executing advisor-submitted tasks, driving adoption of the SWIM platform, and improving operations with AI-powered tools.
What you’ll do
Execute advisor-submitted investment tasks
Support daily portfolio management and trading operations
Support adoption of the SWIM platform
Improve trading and investment operations processes using AI-powered tools
What you’ll need
2+ years experience in wealth management, trading, or investment operations
2+ years experience trading client portfolios with portfolio management software
Working knowledge of Orion Eclipse, Schwab, and Fidelity
Current Series 65 license or willingness to obtain within 2 months
Experience with model portfolios or investment automation
Original job description
Savvy Wealth is hiring a Portfolio and Trading Associate to support daily portfolio management and scale its centralized trading infrastructure. The role executes advisor-submitted investment tasks, supports adoption of the SWIM platform, and improves trading and investment operations processes using AI-powered tools.2+ years of relevant experience in…