Portfolio Management Expert

1 week ago


Sacramento, California, United States Compound Planning Full time
About the Role
We are seeking a skilled Portfolio Management Expert to join our team at Compound Planning. As a key member of our operations department, you will be responsible for managing and rebalancing client portfolios to ensure alignment with their investment objectives.

The ideal candidate will have 5-7 years of experience in trading equities, fixed income, ETFs, mutual funds, and options within managed accounts. They should be proficient with Orion Technology (Eclipse, Astro) and have a strong understanding of sleeve-based trading and model portfolio construction. Additionally, they should be able to analyze portfolio drift, rebalance strategies, and trade efficiently while maintaining accurate records.

This is a remote position that requires excellent communication skills, attention to detail, and the ability to work well under pressure. If you are a motivated individual with a passion for trading and financial management, we encourage you to apply.

Key Responsibilities:

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