Portfolio Trading and Operations Associate

2 months ago

Minnetonka, United States AdvisorNet Financial Full time

Primary Purpose:

The Portfolio Trading and Operations Associate is responsible for trade execution, reporting, rebalancing using trading software, and Global Investment Performance Standards reporting and verification. This position will serve as a point of contact for advisors’ questions, concerns, and inquiries.


Key Responsibilities and Essential Functions:

  • Serve as point-of-contact for any new or in-force business related inquiries, concerns, and escalated or complex advisor service and trade requests. Cultivate strong advisor relationships to deliver VIP customer service experience.
  • Trade, reconcile, and rebalance accounts in a timely manner.
  • Support onboarding new advisors to Portfolio Partners.
  • Partner with advisors on recommendations related to proposal requests. Respond directly to advisor inquiries.
  • Maintain all client and workflow related tasks and communications in customer relationship management (CRM) database.
  • Communicate in collaboration with marketing and compliance on investment strategies and portfolio updates.
  • Support Global Investment Performance Standards reporting and verification processes using trading and reporting software.
  • Recommend and implement best practices regarding systems and processes to maximize efficiency and consistency, reduce errors, and maintain high quality of information.
  • Maintain compliance integrity and tracking of communications.
  • Recurring and ad hoc reporting for internal team and clients using software such as Tamarac and Redtail.
  • Meet or exceed the established department metrics.
  • Other special projects and duties as assigned within functional/knowledge area.


Job Specifications:

  • Bachelor’s degree in finance, economics, business administration, or equivalent, preferred.
  • 1-3 years of investment operations experience, required.
  • FINRA registrations – Series 7 and 66 required.
  • Advanced experience with Tamarac or similar system, preferred.
  • Proficiency with NetX360, Envestnet Tamarac, Opturo, Salesforce, Albridge, Morningstar, YCharts, or similar investment technologies, preferred.
  • Strong professional verbal and written communication skills.
  • Ability to handle pressure and demanding situations with resourcefulness, tact, and confidence.
  • Ability to manage multiple priorities and projects simultaneously, effectively resolve conflict, and mitigate risk.
  • Ability to work independently with effective time management, organization, and problem-solving and analytical skills.
  • Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism, and empathy.
  • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.

  • Portfolio Trading and Operations Associate

    2 months ago

    minnetonka, United States AdvisorNet Financial Full time

    Primary Purpose:The Portfolio Trading and Operations Associate is responsible for trade execution, reporting, rebalancing using trading software, and Global Investment Performance Standards reporting and verification. This position will serve as a point of contact for advisors’ questions, concerns, and inquiries. Key Responsibilities and Essential...

  • Portfolio Trading and Operations Associate

    1 month ago

    minnetonka, United States AdvisorNet Financial Full time

    Primary Purpose:The Portfolio Trading and Operations Associate is responsible for trade execution, reporting, rebalancing using trading software, and Global Investment Performance Standards reporting and verification. This position will serve as a point of contact for advisors’ questions, concerns, and inquiries. Key Responsibilities and Essential...

  • Portfolio Manager

    2 weeks ago

    Minnetonka, United States Huntington Bancshares, Inc. Full time

    The Portfolio Manager - Huntington Vendor Finance (HVF) Modifications services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Hun Portfolio Manager, Hunting, Portfolio, Finance, Vendor, Manager, Banking

  • Regional Director of Operations, Full-Time

    4 weeks ago

    Minnetonka, United States Walker Methodist Full time

    Schedule: Full-time | 80 hours per pay period | Monday-Friday | 8 am - 4:30 pm Scope: Oversee daily operations and financial activities of the housing portfolio, ensuring operational efficiency, accurate financial reporting, budgeting, and compliance with regulatory standards. Implement systems to monitor performance, manage budgets, and maintain financial...

  • Trainer - Assembly Operations Specialist

    4 hours ago

    Minnetonka, Minnesota, United States Abbott Laboratories Full time

    About AbbottAs a global healthcare leader, Abbott helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals, and branded generic medicines. With over 114,000 colleagues serving people in more than 160...

  • Senior Associate

    24 hours ago

    MINNETONKA, United States UnitedHealth Group Full time

    UnitedHealth Group is a health care and well-being company that’s dedicated to improving the health outcomes of millions around the world. We are comprised of two distinct and complementary businesses, UnitedHealthcare and Optum, working to build a better health system for all. Here, your contributions matter as they will help transform health care for...

  • Assembly Operations Team Lead

    1 hour ago

    Minnetonka, Minnesota, United States Abbott Laboratories Full time

    Company OverviewA leading global healthcare company, Abbott Laboratories is dedicated to helping people live more fully at all stages of life. Our diverse portfolio of life-changing technologies spans the spectrum of healthcare, with a strong focus on diagnostics, medical devices, nutritionals, and branded generic medicines.

  • Customer Service Associate II

    1 month ago

    Minnetonka, United States Abbott Laboratories company Full time

    Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. Job Title...

  • Operator I

    3 months ago

    Minnetonka, United States Abbott Laboratories Full time

    Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.Operator...

  • Operator 1 - 1st Shift

    3 months ago

    Minnetonka, United States Abbott Laboratories Full time

    Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.Operator...

  • Operator I

    1 month ago

    Minnetonka, United States Abbott Laboratories Full time

    Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.Operator...

  • Financial Operations Specialist

    3 hours ago

    Minnetonka, Minnesota, United States Securian Financial Group Full time

    Company Overview:Securian Financial Group, Inc. is a leading provider of financial services and products. We value our associates and offer a comprehensive range of benefits designed to enhance their professional growth, well-being, and work-life balance.Job Summary:We are seeking an experienced Financial Operations Specialist to join our team in Minnetonka,...

  • Operator II

    3 months ago

    Minnetonka, United States Abbott Laboratories Full time

    Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.Operator...

  • Operator II

    1 month ago

    Minnetonka, United States Abbott Laboratories Full time

    Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.Operator II...

  • Retail Sales Associate

    6 months ago

    Minnetonka, United States Bethesda Lutheran Communities Full time

    Work for a Non-Profit that cares! Offering Any Day Pay: Work today, get paid today!  Our Retail Sales Associates make a difference through dedication to providing fast, friendly service to our customers and donors. Requirements: Must be 14 years or older Able to lift 40 lbs Stand on your feet for up to eight hours Benefits:  401(k)...

  • Temporary Sales Associate

    2 months ago

    Minnetonka, United States Tapestry Full time

    Job Description - U.S. Retail & Outlet Only Reports to: Store Manager Seasonal Temporary Associate Job Description - Sale & Sales Support The Temporary Associate role is part of the store's overall success and efficiency during a high-volume period and supports our brand commitment to provide products to our customers. Our peak season is when we see the most...

  • Temporary Sales Associate

    2 months ago

    Minnetonka, United States Tapestry Full time

    Job Description - U.S. Retail & Outlet Only Reports to: Store Manager Seasonal Temporary Associate Job Description - Sale & Sales Support The Temporary Associate role is part of the store's overall success and efficiency during a high-volume period and supports our brand commitment to provide products to our customers. Our peak season is when we see the most...

  • Associate

    2 weeks ago

    Minnetonka, United States UnitedHealth Group Full time

    UnitedHealth Group is a health care and well-being company that‘s dedicated to improving the health outcomes of millions around the world. We are comprised of two distinct and complementary businesses, UnitedHealthcare and Optum, working to build a better health system for all. Here, your contributions matter as they will help transform health care for...

  • Sales Associate

    1 day ago

    Minnetonka, United States The Lovesac Company Full time

    Job DetailsJob Location Ridgedale Center - Minnetonka, MNPosition Type Part TimeEducation Level High School Travel Percentage NegligibleJob Shift AnyJob Category SalesDescription We LOVE that you are interested in learning more about this role and what makes Lovesac unique!WHO we are? Here at Lovesac, our Lovesac Family is comprised of a diverse team...

  • Sr. Operator

    3 months ago

    Minnetonka, United States Abbott Laboratories Full time

    Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.Senior...