Associate Trader / Trade Operations
Position Overview
The role will work within the Investment Team, whom provide centralized insight for the Advisors and Firm on asset allocation, portfolio construction, manager selection and due diligence, and trading. Pacific Portfolio Consulting, LLC is hiring a centralized associate trader. As a key member of a relatively small but critical team, the role will provide immediate exposure to internal investment personnel, senior management, and to Advisors and their clients.
Key Responsibilities
Learn, understand, and execute how to perform rebalancing, trading, and other portfolio management tasks, consistent with our investment models and our investment philosophy.
Develop expertise in our trading system, Tamarac, working in tandem with Advisors and the Investment Team to maintain portfolio exposures.
Serve as a resource to Advisors for anything trading-related.
Work with other functional areas (e.g., Client Services, Advisors, Technology) supporting client retention and growth.
Support portfolio management-related projects with Advisors, COO and broader Investment Team members.
Manage basic to complex client investment portfolios. Monitor and review portfolios to identify accounts that require trading action, consistent with client’s Investment Policy and the Firm’s investment strategies.
Review orders to ensure accuracy.
Leverage firm technology and resources to efficiently perform job responsibilities and develop process efficiencies.
Maintain account and system settings within trading and reporting software systems.
Provide support, and analysis as requested by Wealth Advisors and the firm’s investment and compliance teams.
Qualifications
Bachelor’s degree from an accredited university required, preferably in Finance or Economics.
3+ years of relevant work experience.
Exceptional analytical skills with advanced knowledge of Microsoft Excel.
Experience with trading operations and protocols, preferably within the asset management industry or at an institutional custodian (i.e. Charles Schwab and Fidelity).
Demonstrated knowledge of portfolio construction and tax-efficient portfolio management strategies (i.e. asset location, tax-loss harvesting, etc.).
Ability to be organized, detail oriented, and self-motivated, while balancing multiple priorities in a fast-paced environment.
High quality standards and desire for continued improvement and quality assurance.
Passion for problem solving, both individually and as part of a team.
Strong written, verbal, and interpersonal skills.
U.S Eligibility Requirements
Must be 18 years of age or older.
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Pacific Portfolio Consulting, LLC hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Pacific Portfolio Consulting, LLC will require proof of work authorization.
Must be willing to execute Pacific Portfolio Consulting, LLC’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
401(k) Plan with Employer Matching
Employer paid premiums for Two Medical Plan
Employer paid Dental, Vision & Life and AD&D Insurance
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter subsidy
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Pay Information
The pay for this position is $75,000-90,000 per year depending on experience.
To apply for this position, please submit your resume to lcook@pacific-portfolio.com.
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