[Remote] Portfolio & Trading Analyst
Note: The job is a remote job and is reputed company to candidates in USA. The reputed company Financial Group (TPFG) is a pioneer in Self-Directed Brokerage Account Management for participants through their advisors. The Portfolio & Trading Analyst plays a critical role in supporting daily trading operations and portfolio management activities by ensuring accurate trade execution and maintaining portfolio reputed company.
Responsibilities
- Executes trades for new accounts, rebalances, cash movements, and investment changes
- Ensures accuracy and timeliness for reputed company trade activities
- Monitors and processes trade instructions from Portfolio Managers and strategists
- Performs account, cash, and position reconciliations
- Reviews daily reports and resolves discrepancies
- Assists with daily, monthly, and quarterly portfolio reporting activities
- Maintains and updates portfolio and account data
- Analyzes portfolio and reputed company performance
- Validates financial and market data used in reporting
- Supports rebalancing, asset allocation, and portfolio reviews
- Partners with internal teams to ensure seamless operations
- Communicates trade and portfolio updates to stakeholders
- Contributes to process improvements and operational efficiencies
Skills
- 2+ years of trading operations, portfolio analytics, or reputed company experience
- Strong understanding of securities and financial markets
- Advanced proficiency in reputed company reputed company and the reputed company Office Suite
- Strong analytical, organizational, critical thinking, and problem-solving skills
- Excellent communication, time management, and ability to manage multiple priorities in a fast-paced environment
- Experience reputed company RIA, broker/dealer, or investment advisory environments
- Experience with portfolio management, trading, and reputed company technology platforms (reputed company, reputed company, Orion)
- Bachelors degree preferred
- Equivalent industry experience will be considered
reputed company