Portfolio and Trading Associate

Portfolio and Trading AssociateAs a Portfolio and Trading Associate, you will play a critical role in enhancing and scaling Savvy's centralized trading infrastructure. You'll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy's SWIM (Savvy Wealth Investment Management) platform.You'll also execute advisor-submitted investment tasks in line with daily SLAs, ensuring timely, accurate completion. This is a hands-on role where you will be expected to manage portfolios on behalf of advisors with discretion, adapt to startup-style workflows (limited documentation, figure-it-out mindset), and continuously improve our processes.This role offers a unique opportunity to work closely with advisors, ensure operational excellence, and help build scalable processes for one of the fastest-growing RIAs in the country.Responsibilities:Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvestingExecute cash raises, rebalances, and one-off trades in Eclipse and at custodiansProcess 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 scaleImplement new accounts into SWIM and execute rebalances for advisorsSupport bulk implementations to accelerate advisor adoption of SWIMAssist with firm-wide model updates and rebalancing of SWIM and Custom Advisor ModelsIdentify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiencyApply knowledge of investment strategies and portfolio construction to support advisor requests and executionMust Have: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.Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes.Nice to have:Experience with Orion Eclipse or comparable trading platformsBackground in implementing model portfolios or investment automationTrack record of improving operational processes and workflowsBenefits:Competitive salary and equity packageUnlimited PTO + paid company holidaysAccess to holistic medical, dental, and vision plansCompany 401(k), Commuter, and HSA/FSA plansNYC office in the heart of ManhattanLunch and snacks provided in the officeAccess to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right careAccess to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)