Portfolio Trader & Compliance Associate

Green Key Resources LLC; Richmond (VA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading recruitment firm in Virginia is seeking an experienced operations professional to manage trading and account maintenance functions. The ideal candidate will have a strong background in finance with over 3 years of relevant experience, and will collaborate with portfolio managers while ensuring compliance with regulations. This is a full-time position that offers a salary range of $100,000 to $150,000 annually.

Qualifications

• 3-5 years of experience in finance, trading, or related areas.
• Series 65 certification is required.
• Ability to work in a fast-paced environment.

Responsibilities

• Execute trades for individual client portfolios.
• Maintain accurate records and perform daily reconciliations.
• Collaborate with portfolio managers and ensure compliance.

Skills

Analytical skills

Attention to detail

Understanding of financial markets

Knowledge of trading platforms

Education

Bachelor’s degree in finance or related field

Tools

Portfolio management software

Financial software

Job description

A leading recruitment firm in Virginia is seeking an experienced operations professional to manage trading and account maintenance functions. The ideal candidate will have a strong background in finance with over 3 years of relevant experience, and will collaborate with portfolio managers while ensuring compliance with regulations. This is a full-time position that offers a salary range of $100,000 to $150,000 annually.