Portfolio Trader

St. Louisremote$75K – $80K

Posted today · via Workday

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About this role

Job Description Summary: The Portfolio Trader works on the Portfolio Onboarding and Trading Team. The Portfolio Traders primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Trader will conduct all daily, weekly, and monthly portfolio reviews. Job Description: Primary Responsibilities Deep understanding of our investment philosophy and the investments we use. Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

We compare your skills against the role requirements.

Level fit

We check your title trajectory against the seniority signal of the role.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is remote-eligible. We factor in your stated location and time-zone overlap.

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