Hybrid Portfolio Trader – Fintech Rebalancing

Apex Fintech Solutions LLC; Bridgewater (MA); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Healthcare benefits (medical, dental, vision)

Competitive PTO

401k match

Parental leave

HSA contribution match

Paid subscription to Calm app

Tuition reimbursement benefits

Job summary

Apex Fintech Solutions LLC seeks a Portfolio Manager to oversee daily portfolio management and trading for its RIA clients. The role demands 2+ years of experience, managing client trading sessions, monitoring trade execution, and ensuring compliance with regulations. The position includes a robust benefits package, flexible hybrid work schedule, and opportunities for professional growth within a regulated fintech environment.

Qualifications

• 2+ years of experience in portfolio management or trading operations.
• Strong understanding of securities regulations and compliance.
• Ability to analyze trade proposals and execute trades accurately.

Responsibilities

• Manage daily trading workflow and client trading sessions.
• Monitor trade execution quality and compliance adherence.
• Generate daily reports and maintain documentation.

Skills

Portfolio management

Trading operations

Compliance knowledge

Analytical skills

Education

Bachelor's degree in Finance or related field

Tools

Apex Basket Trading Application

Job description

Apex Fintech Solutions LLC seeks a Portfolio Manager to oversee daily portfolio management and trading for its RIA clients. The role demands 2+ years of experience, managing client trading sessions, monitoring trade execution, and ensuring compliance with regulations. The position includes a robust benefits package, flexible hybrid work schedule, and opportunities for professional growth within a regulated fintech environment.