Portfolio Trading Specialist — Precision in Action

Allen Capital Group; Omaha (NE); On-site; USD 65,000 - 95,000; Full time

Job summary

Allen Capital Group in Grand Island and Omaha seeks a Trading Specialist to translate investment decisions into timely client actions. You will execute trades, manage model allocations, and support cash movements across hundreds of accounts while maintaining accuracy and efficiency.

The role emphasizes ownership, attention to detail, and collaboration with the investment team to implement changes and improve processes as the firm grows.

Qualifications

• Bachelor's degree.
• Interest in investments or financial services.
• Strong attention to detail and accuracy.
• Advanced Excel skills with large data sets.
• Ability to manage multiple priorities quickly.
• Self-motivated and independent; asks questions when needed.
• Second-level thinker with downstream impact awareness.
• Adaptable to changing processes and priorities.
• Strong communication with advisors and team.
• Experience with Schwab, Orion or similar platforms a plus.

Responsibilities

• Assign and invest client accounts according to models.
• Execute ETF, mutual fund, and equity trades as directed.
• Implement model changes across hundreds of client accounts.
• Raise and manage cash for distributions, withdrawals, fees.
• Process on-demand trade requests with high accuracy.
• Update trading models based on leadership direction.
• Review prior-day activity for proper execution.
• Complete daily data scrubs, reports, and queries.
• Liquidate accounts when needed for transitions.
• Use Excel and other platforms to analyze data and support workflows.
• Identify opportunities to improve trading processes.

Skills

Excel proficiency

Attention to detail

Analytical thinking

Independent work

Education

Bachelor’s degree

Tools

Schwab

Orion

Job description

Allen Capital Group in Grand Island and Omaha seeks a Trading Specialist to translate investment decisions into timely client actions. You will execute trades, manage model allocations, and support cash movements across hundreds of accounts while maintaining accuracy and efficiency.

The role emphasizes ownership, attention to detail, and collaboration with the investment team to implement changes and improve processes as the firm grows.