Senior Portfolio Manager

4 weeks ago


Chicago, Illinois, United States Advyzon Full time
Job Description

As a Senior Trader at Advyzon, you will play a leading role in the evolution of the trade team and its processes. Your primary responsibilities will include analyzing client portfolios, trading mutual funds, ETFs, equities, and other securities in client accounts, using Advyzon's Quantum Rebalancer as well as custodian and other tools.

Key Responsibilities
  • Portfolio Analysis: Analyze client portfolios to identify opportunities for growth and optimize investment strategies.
  • Trade Execution: Execute trades in client accounts, using Advyzon's Quantum Rebalancer and other tools to ensure efficient and accurate transactions.
  • Process Improvement: Collaborate with the trade team to identify areas for process improvement and implement changes to enhance efficiency and productivity.
  • Stakeholder Management: Maintain productive relationships with key stakeholders, including advisors, portfolio managers, custodians, and third-party vendors.
  • Problem-Solving: Identify and resolve complex trade flow, accounting issues, and transactional discrepancies.
Requirements
  • Education: Bachelor's degree, with an MBA, CFP, or CFA a plus.
  • Experience: Trading and risk management experience for large positions preferred.
  • Skills: Advanced Excel skills, excellent communication skills, and a strong attention to detail.


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