Portfolio Trader

Lutz; Omaha (NE); On-site; USD 70,000 - 100,000; Full time

Job summary

Lutz is seeking a Portfolio Trader in Omaha to join a growing wealth management team. You will execute money market and fixed-income trades, monitor cash and portfolio activity, and support rebalancing efforts while collaborating with portfolio managers and operations staff.

The ideal candidate has a finance background, 1–3 years in trading or wealth management, strong numerical skills, and proficiency with Excel. A CFA path is a plus and a commitment to accuracy and discretion is essential.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Ideally 1–3 years of experience in portfolio trading, investments, portfolio management, or wealth management.
• Strong attention to detail and comfort with numbers and time-sensitive transactions.
• Proficiency with Excel and the ability to learn investment and trading technology.
• Progress toward the CFA charter is a plus.

Responsibilities

• Execute routine money market and fixed‑income trades across client portfolios.
• Monitor cash balances, maturities, account activity, and portfolio exceptions.
• Support quarterly and as-needed portfolio rebalancing.
• Review accounts for cash variances, tolerance issues, restrictions, and other trading-related items.
• Manage daily trading requests and workflows, ensuring items are completed accurately and on time.
• Research and resolve account or trading discrepancies.
• Maintain accurate trading documentation and account records.
• Partner closely with portfolio managers, advisors, and operations professionals to implement investment decisions.
• Help identify opportunities to improve trading processes and client service.

Skills

Attention to detail

Numerical accuracy

Discretion with confidential data

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

Excel

Job description

*Only the most qualified candidates will be contacted

Ready to turn your finance degree or early investment experience into a career in wealth management? This is an excellent opportunity to join a growing advisory firm where you’ll gain hands‑on exposure to portfolio trading, cash management, fixed‑income, and investment operations while working alongside experienced investment and financial professionals.

Our client is looking for a Portfolio Trader who is driven, detail-oriented, and eager to learn. Whether you’re a recent finance graduate with strong internship experience or have a few years of trading or wealth management experience, this role offers the opportunity to develop your technical skills and grow within an accomplished, collaborative team.

What You’ll Do

• Execute routine money market and fixed‑income trades across client portfolios
• Monitor cash balances, maturities, account activity, and portfolio exceptions
• Support quarterly and as‑needed portfolio rebalancing
• Review accounts for cash variances, tolerance issues, restrictions, and other trading‑related items
• Manage daily trading requests and workflows, ensuring items are completed accurately and on time
• Research and resolve account or trading discrepancies
• Maintain accurate trading documentation and account records
• Partner closely with portfolio managers, advisors, and operations professionals to implement investment decisions
• Help identify opportunities to improve trading processes and client service

What They’re Looking For

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• Ideally 1–3 years of experience in portfolio trading, investments, portfolio management, or wealth management
• Strong attention to detail and comfort working with numbers, account activity, and time-sensitive transactions
• Proficiency with Excel and the ability to learn investment and trading technology
• Professional judgment and discretion when working with confidential client information
• Progress toward the CFA charter is a plus
• Clean regulatory background

If you’re looking for an opportunity to build real‑world investment experience and create a long‑term career in wealth management, this could be an excellent next step.

Job Number – 3680623SG