Portfolio Trading Specialist - Remote

Inspire Investing; Meridian (ID); Remote; USD 60,000 - 90,000; Full time

Job summary

Inspire Investing, a faith-based financial organization, seeks a Trading Specialist to support the portfolio management team. You will enter trades, assist with rebalancing, and maintain investment files and SMA models using Folio, Orion, TD Ameritrade, and Schwab under the guidance of the Director of Trading and Research.

This role requires accuracy, attention to detail, and the ability to execute trades across multiple platforms in a dynamic investment environment.

Qualifications

• Experience with trade entry and account funding processes.
• Familiarity with portfolio management systems.
• Ability to follow directions from Director of Trading and Research.

Responsibilities

• Enter trades for accounts to raise cash and for new accounts via Folio, Orion, TD Ameritrade or Schwab.
• Enter trades for Quarterly Rebalancing via Folio & Orion as directed by the Director of Trading and Research; review prior day activity for accuracy.
• Update investment management files with Inspire Impact Scores as directed by the Director of Trading and Research.
• Keep SMA models up to date on Folio and Orion as directed by the Director of Trading and Research.

Skills

Trade execution

Trade review

Data entry

Tools

Folio

Orion

TD Ameritrade

Schwab

Job description

Inspire Investing, a faith-based financial organization, seeks a Trading Specialist to support the portfolio management team. You will enter trades, assist with rebalancing, and maintain investment files and SMA models using Folio, Orion, TD Ameritrade, and Schwab under the guidance of the Director of Trading and Research.

This role requires accuracy, attention to detail, and the ability to execute trades across multiple platforms in a dynamic investment environment.