Portfolio Manager: Trading & Rebalancing (Hybrid)

Apex Fintech Solutions; Bridgewater (MA); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Healthcare benefits

Competitive PTO

401k match

Parental leave

Tuition reimbursement

Paid subscription to Calm app

Job summary

Apex Fintech Solutions, based in Bridgewater, MA, is seeking a Portfolio Manager to oversee daily trading and portfolio management activities. The role involves executing trades, ensuring compliance with regulations, and analyzing market data. Ideal candidates will have 2+ years of relevant experience, a strong analytical background, and a bachelor's degree in Finance or a related field. Working in a high-growth environment, this position offers a hybrid work schedule and an array of employee benefits, including healthcare and professional development opportunities.

Qualifications

• 2+ years of experience in portfolio management or trading roles.
• Strong analytical skills and attention to detail.
• Understanding of compliance and regulations in financial services.

Responsibilities

• Execute daily trading workflow and manage client sessions.
• Monitor trade execution and handle exceptions.
• Support compliance checks and maintain detailed records.

Skills

Portfolio management

Trading operations

Compliance verification

Data analysis

Education

Bachelor's degree in Finance or related field

Tools

Apex Basket Trading Application

Rebalancing technology

Job description

Apex Fintech Solutions, based in Bridgewater, MA, is seeking a Portfolio Manager to oversee daily trading and portfolio management activities. The role involves executing trades, ensuring compliance with regulations, and analyzing market data. Ideal candidates will have 2+ years of relevant experience, a strong analytical background, and a bachelor's degree in Finance or a related field. Working in a high-growth environment, this position offers a hybrid work schedule and an array of employee benefits, including healthcare and professional development opportunities.