Portfolio Reviewer / Trader (Remote EST/Contract)

Revolution Technologies; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

Revolution Technologies is seeking a full-time Trading Support specialist to join the Asset Management Services Group on a temporary basis through December 31, 2026. This role is remote for candidates located in the Eastern time zone and requires trading experience.

Under general supervision, you will overlay accounts to trading models, execute trades, analyze data for inconsistencies, and assist with account reviews to meet portfolio manager specifications.

Qualifications

• At least 4 years of recent experience within the financial services industry.
• Trading experience is required.
• Strong knowledge of the financial markets.
• Proficient in Excel and Outlook.
• Able to work in a fast-paced environment.
• Excellent written and verbal communication.

Responsibilities

• Overlays accounts to pre-defined trading models and executes trades based on product guidelines.
• Analyzes data for outliers of current positions versus models.
• Assists with the review of accounts to ensure they meet the portfolio manager's specifications.
• Mocks up trades based on the models and accounts (building trades).

Skills

Trading experience

Excel daily

Outlook familiarity

Data analysis

Team player

Communication skills

Job description

**This is a temporary role expected to last through December 31, 2026 but may be extended if necessary**

**Candidates will work remote but MUST be located in the Eastern time zone**

**Candidates must be available to work full-time (no other commitments and no planned vacation)

**Trading experience is REQUIRED**

Job Summary

This person will be responsible for supporting the Asset Management Services Group.

Under general supervision, uses advanced knowledge and skills obtained through experience and/or training to assist money

managers by executing trades based on product models and guidelines. Established procedures and prescribed guidelines are

provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions.

Job Duties

• Overlays accounts to pre-defined trading models and executes trades based on product guidelines.
• Analyzes data for outliers of current positions versus models.
• Assists with the review of accounts to ensure they meet the portfolio manager's specifications.
• Mocking up trades based on the models and accounts (building trades)

Work Schedule

8:00am-4:30pm EST, Monday through Friday

Qualifications

• At least 4 years of recent experience within the financial services industry
• General knowledge of the financial market
• Trading experience is required
• Ability to work in a fast-paced environment
• Must be very comfortable using Excel daily and Outlook
• Team player
• Quick learner
• Clear and professional written and verbal communication skills