Hiring: Portfolio and Trading Associate Company: Savvy Wealth Location: New York, NY Job Posted Time: 2026-09-12 13:11:47 Target Skills & Keywords : Microsoft Excel, Portfolio Management, Spring, Wealth Management About the job Experience: •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. Required Skills: •As a Portfolio and Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure. You’ll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy’s SWIM (Savvy Wealth Investment Management) platform. •This role offers a unique opportunity to work closely with advisors, ensure operational excellence, and help build scalable processes for one of the fastest-growing RIAs in the country. •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 Qualifications: •Background in implementing model portfolios or investment automation •Track record of improving operational processes and workflows Compensation: •$120,000 - $140,000 / year •Competitive salary and equity package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!