Onsite Trader & Portfolio Operations Analyst

Wealth Enhancement Group; Deer Park, Northern (NY, KY); Hybride; USD 80 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health coverage

401k with match

Paid time off

Tuition reimbursement

Résumé du poste

Wealth Enhancement Group in Deer Park, NY seeks a Trader & Portfolio Operations Analyst to support investment and operational functions. You will execute trades, rebalance portfolios, and monitor models to help advisors serve high-net-worth clients.

This onsite role focuses on accuracy, regulatory compliance, and delivering exceptional service. The position requires a bachelor’s degree, FINRA Series 7, 3+ years in trading, and hands-on experience with Orion Eclipse and custodial platforms.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• FINRA Series 7 license required.
• Minimum 3 years of trading, portfolio operations, or wealth management experience.
• Hands-on experience with Orion Eclipse and custodial platforms.

Responsabilités

• Execute equity, fixed income, mutual fund, and ETF trades across client portfolios.
• Rebalance portfolios in accordance with investment models and advisor recommendations.
• Monitor asset allocation drift and implement portfolio changes as needed.
• Assist with tax-conscious trading strategies and portfolio transitions.
• Review and reconcile trading activity to ensure accuracy and best execution.
• Ensure all trading activities comply with firm policies and regulatory requirements.

Connaissances

Trading experience

Analytical skills

Excel proficiency

Regulatory compliance

Formation

Bachelor's degree in Finance or related field

Outils

Orion Eclipse

Schwab Advisor Services

Fidelity Institutional

Pershing

Description du poste

Wealth Enhancement Group in Deer Park, NY seeks a Trader & Portfolio Operations Analyst to support investment and operational functions. You will execute trades, rebalance portfolios, and monitor models to help advisors serve high-net-worth clients.

This onsite role focuses on accuracy, regulatory compliance, and delivering exceptional service. The position requires a bachelor’s degree, FINRA Series 7, 3+ years in trading, and hands-on experience with Orion Eclipse and custodial platforms.