Remote Portfolio Trader – Asset Management

SGS Technologie Pvt Ltd.; United States; Remote; USD 80,000 - 105,000; Full time

Job summary

SGS Technologie Pvt Ltd. seeks an experienced Portfolio Reviewer to support an Asset Management Services Group. Under supervision, you will execute trades based on product models and established guidelines.

This temporary remote role requires ETZ location, full-time hours (8:00 AM–4:30 PM EST), Monday–Friday, through December 31, 2026, with potential extension. Ideal candidates have trading experience, strong analytical skills, and familiarity with portfolio models and investment operations.

Qualifications

• Trading experience is required.
• Minimum 4 years in the financial services industry.
• Knowledge of financial markets and investment products.
• Experience with portfolio models, account reviews, trade execution, or investment operations is preferred.
• Strong Excel skills and daily Excel use.
• Proficient with Microsoft Outlook and standard business apps.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication.
• Team-player mentality and attention to detail.

Responsibilities

• Overlay accounts to pre-defined trading models and execute trades based on product guidelines.
• Analyze account and portfolio data to identify outliers or variances between current positions and established models.
• Assist with reviewing accounts to ensure they meet portfolio manager specifications and product guidelines.
• Mock up and build trades based on investment models and individual account requirements.
• Support money managers with day-to-day trading and portfolio review activities.
• Follow established procedures and guidelines while applying sound judgment to routine trading and account-review decisions.
• Work efficiently in a fast-paced Asset Management environment with accuracy and attention to detail.

Skills

Trading experience

Excel

Microsoft Outlook

Financial markets knowledge

Portfolio models

Attention to detail

Analytical skills

Written and verbal communication

Team-player

Tools

Excel

Microsoft Outlook

Job description

SGS Technologie Pvt Ltd. seeks an experienced Portfolio Reviewer to support an Asset Management Services Group. Under supervision, you will execute trades based on product models and established guidelines.

This temporary remote role requires ETZ location, full-time hours (8:00 AM–4:30 PM EST), Monday–Friday, through December 31, 2026, with potential extension. Ideal candidates have trading experience, strong analytical skills, and familiarity with portfolio models and investment operations.