Investment Operations and Trading Associate

Job not on LinkedIn

🕒 May 5

🏢🏡 New York City – Hybrid

💵 $120k - $130k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Savvy Wealth

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.

📋 Description

• 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 • Support bulk implementations to accelerate advisor adoption of SWIM • Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models • Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency • Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution

🎯 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. • Current Series 65 license or willingness to obtain within 2 months.

🏖️ Benefits

• Competitive salary and equity package • Unlimited PTO + paid company holidays • Access to holistic medical, dental, and vision plans • Company 401(k), Commuter, and HSA/FSA plans • NYC office in the heart of Manhattan • Lunch and snacks provided in the office • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)