This is an excellent opportunity to join a growing advisory firm where you'll gain hands-on exposure to portfolio trading, cash management, fixed income, and investment operations while working alongside experienced investment and financial professionals.
Whether you're a recent finance graduate with strong internship experience or have a few years of trading or wealth management experience, this role offers the opportunity to develop your technical skills and grow within an accomplished, collaborative team.
Monitor cash balances, maturities, account activity, and portfolio exceptions Review accounts for cash variances, tolerance issues, restrictions, and other trading-related items Manage daily trading requests and workflows, ensuring items are completed accurately and on time Research and resolve account or trading discrepancies Maintain accurate trading documentation and account records Partner closely with portfolio managers, advisors, and operations professionals to implement investment decisions Help identify opportunities to improve trading processes and client service
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field Ideally 1–3 years of experience in portfolio trading, investments, portfolio management, or wealth management Strong attention to detail and comfort working with numbers, account activity, and time-sensitive transactions Proficiency with Excel and the ability to learn investment and trading technology Professional judgment and discretion when working with confidential client information Clean regulatory background
Remote Trader in omaha at Unknown Company
This position is listed as internship and onsite.