Savvy Wealth

Investment Operations and Trading Associate

Savvy Wealth

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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About the role

  • Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting
  • Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians
  • Process advisor-submitted investment tasks via the internal dashboard and complete same-day executions (per SLA)
  • Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
  • Implement new accounts into SWIM and execute rebalances for advisors
  • Support bulk implementations to accelerate advisor adoption of SWIM
  • Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models
  • Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
  • Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution

Requirements

  • 2+ years of relevant experience in wealth management, trading, or investment operations.
  • 2+ years of experience trading client portfolios using portfolio management and trading software.
  • Strong understanding of the wealth management industry and experience collaborating with advisors.
  • Proven ability to take ownership of tasks and execute with efficiency and accuracy.
  • Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity.
  • Current Series 65 license or willingness to obtain within 2 months.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
portfolio managementcash reviewsdrift analysistax-loss harvestingtradinginvestment strategiesportfolio constructionrebalancingbulk implementationsmodel updates
Soft Skills
ownershipefficiencyaccuracycollaboration
Certifications
Series 65 license