Senior Trading & Portfolio Operations Lead

Goelzer Investment Management, Inc.; Florida; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Training & development

Vision insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Free food & snacks

Job summary

Goelzer Investment Management, Inc. is seeking a Senior Portfolio Specialist to lead the firm’s trading function, ensuring efficient execution and strong controls that align with investment strategy.

You will work closely with portfolio managers and operations to support high-quality outcomes across equities, mutual funds, and fixed income. The role requires 5+ years of trading or investment-management experience, experience with portfolio accounting and Tamarac, and a proven ability to manage

Qualifications

• 5+ years in equity, mutual funds, or fixed income trading or investment management.
• Experience in wealth management or related financial services.
• Operational level experience with portfolio accounting, reporting, and rebalancing software; Tamarac Portfolio Center preferred.

Responsibilities

• Execute and oversee trading across client accounts and households.
• Manage block trading, trade aggregation, and allocations.
• Ensure timely and accurate trade execution aligned with investment strategy.
• Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy.
• Escalate operational risks, data integrity concerns, or system limitations to leadership.
• Maintain required trade documentation and order records.
• Identify and resolve trade exceptions and error corrections; maintain audit trails and records.
• Support trade reviews, execution quality analysis, and pricing validation as directed.
• Own and maintain trading workflows, procedures, and controls.
• Drive improvements in trading efficiency and scalability.
• Develop and maintain integrations across portfolio-management systems, third-party strategy providers, and custodians.
• Partner with portfolio managers and operations on trading alignment.
• Coordinate trading activity with custodians.
• Communicate risks, issues, and constraints to leadership.
• 5+ years of relevant operational and trading experience; degree in finance or related field.

Skills

Advanced Excel

Communication skills

Attention to detail

Professionalism and confidentiality

Education

Bachelor's degree in Finance or related field

Tools

Tamarac Portfolio Center

Tamarac suite

Job description

Goelzer Investment Management, Inc. is seeking a Senior Portfolio Specialist to lead the firm’s trading function, ensuring efficient execution and strong controls that align with investment strategy.

You will work closely with portfolio managers and operations to support high-quality outcomes across equities, mutual funds, and fixed income. The role requires 5+ years of trading or investment-management experience, experience with portfolio accounting and Tamarac, and a proven ability to manage