Portfolio and Trading Associate

The role

You will enhance and scale centralized trading infrastructure through daily trading and portfolio management. You will execute advisor-submitted investment tasks and use AI-powered internal tools to manage client portfolios.

What you will do

• 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
• Leverage trading software 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
• Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution

Required qualifications

• 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
• Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes

Nice to have

• Experience with Orion Eclipse or comparable trading platforms
• Background in implementing model portfolios or investment automation
• Track record of improving operational processes and workflows

Benefits

• Competitive salary and equity package
• Generous relocation package to help top talent make the move to our NYC office
• Unlimited PTO
• Paid company holidays
• Access to 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 if you stay late
• Access to virtual mental health care (Spring Health)
• Health concierge (Rightway)

About the company

Savvy is a registered investment advisor (RIA) that provides a modern, AI-native home for independent financial advisors. The company offers a proprietary tech platform, in-house marketing, investment management, and client services to help advisors grow.