Portfolio and Trading Associate

Savvy Wealth

. Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting .

Posted 10/15/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in portfolio management and trading operations, with a strong focus on using Orion Eclipse and implementing investment strategies. Proven ability to collaborate with advisors and improve operational processes to enhance efficiency and accuracy.

Highest-signal resume keywords

Portfolio ManagementOrion EclipseWealth ManagementInvestment OperationsSeries 65 License

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash ManagementDrift AnalysisTax-Loss HarvestingTrading ExecutionModel Portfolio ImplementationInvestment StrategyPortfolio ConstructionOperational Process Improvement

Soft Skills

CollaborationOwnershipEfficiencyAccuracy

Tools & Technologies

SWIMFidelitySchwab

Certifications & Qualifications

Series 65 License

Industry Keywords

Wealth Management IndustryInvestment AutomationAdvisor Collaboration

About the role

Key responsibilities & impact

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 through the internal dashboard and complete same-day executions according to SLAs
Use Orion Eclipse to support daily operations and manage client portfolios at scale
Implement new accounts into SWIM and execute advisor rebalances
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
Apply investment strategy and portfolio construction knowledge to support advisor requests and execution
Work closely with advisors to ensure operational excellence and build scalable processes

Requirements

What you’ll need

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
Experience collaborating with advisors
Proven ability to take ownership of tasks and execute with efficiency and accuracy
Working knowledge of Orion Eclipse or a similar portfolio management system
Working knowledge of Schwab and Fidelity
Current Series 65 license or willingness to obtain within 2 months
Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes
Experience with Orion Eclipse or comparable trading platforms is nice to have
Background in implementing model portfolios or investment automation is nice to have
Track record of improving operational processes and workflows is nice to have
Ability to work a 4-day-per-week in-office schedule in Midtown Manhattan
Based in New York or willing to relocate to New York

Benefits

Comp & perks

Equity package
Generous relocation package to help top talent move to the NYC office
Unlimited PTO
Paid company holidays
Holistic medical, dental, and vision plans
Company 401(k), including Mega backdoor Roth options
Commuter plans
HSA/FSA plans
Lunch and snacks provided in the office
Dinner provided if staying late
Virtual mental health care through Spring Health
Health concierge through Rightway
Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP