Trade Execution & Portfolio Ops Specialist

Corient; Morristown (NJ); On-site; USD 35,817 - 52,348; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Job summary

A prominent wealth management platform in New Jersey is seeking a Strategic Talent Acquisition Partner/Leader to support their investment team. In this role, you will be responsible for executing trades, managing client portfolios, and personalizing investment strategies. The ideal candidate must possess a Bachelor's degree, have strong analytical skills, and experience with trading platforms and Microsoft Office. This full-time position offers a pay range of $26-$38 per hour, with extensive benefits including a 401(k) and medical plans.

Qualifications

• 1+ years relevant job experience.
• Prior experience as an analyst or specialist within portfolio administration, trading, or operations required.

Responsibilities

• Support an investment platform consisting of public and private market instruments.
• Execute trades, monitor and rebalance portfolios, and respond to ongoing cash needs.
• Tailor investment discipline to suit individual client needs.

Skills

Excellent command of the written English language

Strong knowledge of Microsoft Office

Experience working with trading platforms like Tamarac, RedBlack, iRebal, or Salesforce

Strong analytical and interpersonal skills

Passion for capital markets and investing

Education

Bachelor's degree from a 4-year institution

Tools

Microsoft Office

Tamarac

RedBlack

iRebal

Salesforce

Job description

A prominent wealth management platform in New Jersey is seeking a Strategic Talent Acquisition Partner/Leader to support their investment team. In this role, you will be responsible for executing trades, managing client portfolios, and personalizing investment strategies. The ideal candidate must possess a Bachelor's degree, have strong analytical skills, and experience with trading platforms and Microsoft Office. This full-time position offers a pay range of $26-$38 per hour, with extensive benefits including a 401(k) and medical plans.