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Portfolio Manager

Portfolio Manager

sgs technologieDenver, CO

yesterday

Financial and Investment AnalystsFinancial Specialists, All OtherSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
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SGS Technologie is looking for Portfolio Reviewers for our Financial Client at St Petersburg, Florida Portfolio Reviewers RemoteSt Petersburg, FloridaThis is a temporary role expected to last through December 2026 but may be extended if necessaryCandidates will work remote but MUST be located in the Eastern time zone Candidates must be available to work full-time (no other commitments and no planned vacation)Trading experience is REQUIRED**Job Summary: This person will be responsible for supporting the Asset Management Services Group. Under general supervision, uses advanced knowledge and skills obtained through experience and/or training to assist moneymanagers by executing trades based on product models and guidelines. Established procedures and prescribed guidelines areprovided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions. Extensive
Job Duties: Overlays accounts to pre-defined trading models and executes trades based on product guidelines. Analyzes data for outliers of current positions versus models. Assists with the review of accounts to ensure they meet the portfolio manager's specifications. Mocking up trades based on the models and accounts (building trades)
Work Schedule: 8:00am-4:30pm EST, Monday through Friday
Qualifications:
  • At least 4 years of recent experience within the financial services industry
  • General knowledge of the financial market
  • Trading experience is required
  • Ability to work in a fast-paced environment
  • Must be very comfortable using Excel daily and Outlook
  • Team player
  • Quick learner
  • Clear and professional written and verbal communication skills
  • Minimum of a High School Diploma or equivalent
  • Required Details
Please apply with a copy of your resume, best contact number, the best time to reach out, and email address. Regards, Fathima NuzhaSenior Technical Recruiter - SGS Technologie Ph: (904) 644 3721fathima@sgstechnologies.net

Also on the board Same function, level within a rung

Level

Senior

Location

Denver, CO

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

yesterday

Apply for this role →