Cash & Fixed-Income Portfolio Trader

Stevens Capital Partners, Inc.; Omaha (NE); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health and dental plan

Paid time off

Retirement savings plan

Professional development assistance

Job summary

Stevens Capital Partners, Inc. is seeking a Portfolio Trader to implement and maintain client portfolios. You will execute money market trades, monitor cash, track fixed income activity, and assist rebalancing while coordinating with investment, advisory, and operations teams.

You will review account exceptions, maintain trading records, and ensure workflows are completed. The role emphasizes accuracy, confidentiality, and professional collaboration in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• One to three years of investment analysis, portfolio management, trading, or wealth management experience.
• Familiarity with compliance and handling confidential client information.

Responsibilities

• Execute routine money market trades and monitor cash balances.
• Track fixed income positions, maturities, and routine trading.
• Assist with quarterly and non-quarterly rebalancing and monitor exceptions.
• Manage daily trading-related tasks in the CRM and ensure follow-up.
• Perform routine account audits and maintain accurate records.

Skills

Portfolio trading

Rebalancing

Cash management

Fixed income tracking

CRM workflow management

Trade lifecycle understanding

Excel proficiency

Compliance awareness

Education

Bachelor's degree in Finance or related field

Tools

Eclipse

Portfolio management systems

Custodial platforms

Job description

Stevens Capital Partners, Inc. is seeking a Portfolio Trader to implement and maintain client portfolios. You will execute money market trades, monitor cash, track fixed income activity, and assist rebalancing while coordinating with investment, advisory, and operations teams.

You will review account exceptions, maintain trading records, and ensure workflows are completed. The role emphasizes accuracy, confidentiality, and professional collaboration in a fast-paced environment.