Trade Desk & Portfolio Manager Denver, CO

Denver, CO - USA

Monthly Salary: Not Disclosed

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Trade Desk & Portfolio Manager

Firm: EA Buck Financial Services

Location: Denver CO

Overview:

Buck Wealth Management located in Denver CO is seeking a highly motivated and detail-oriented Trade Desk and Portfolio Manager to lead our trade operations and support the CIO in portfolio oversight. This individual will be based in our Denver office and play a critical role in both our private wealth management and 401(k) platform operations. The ideal candidate combines strategic thinking with operational excellence and is comfortable working in a collaborative fast-paced environment.

What youll do:

Lead and manage the trade desk team ensuring timely and accurate execution of all client trades
Maintain trading protocols and supervise compliance with trading policies and procedures
Oversee trade execution for discretionary and non-discretionary accounts across custodians (Fidelity Schwab etc.)
Coordinate model implementation across advisor and retirement plan platforms
Liaise with operations advisors and client service teams to ensure efficient and accurate trade settlements
Assist the CIO in preparing for quarterly Investment Committee meetings including data gathering agenda building and performance summaries
Track and report portfolio and model performance benchmarking against indices and peer strategies
Analyze rebalancing needs across models and coordinate execution of rebalancing trades
Monitor and evaluate investment model allocations holdings and drift relative to target weights
Research and evaluate fund manager changes tactical allocation shifts or model enhancements
Maintain all required licenses

What Were Looking For:

Bachelors degree in Finance Economics or related field
CFA or progress toward designation preferred
5 years of experience in a portfolio management trade operations or investment analyst role within an RIA asset manager or similar financial services firm
Proficiency with portfolio management systems (e.g. Orion Morningstar Direct Bloomberg Black Diamond) and trading platforms
Excellent attention to detail analytical skills and ability to synthesize data into actionable insights
Effective communication skills and ability to collaborate with internal stakeholders and custodians
Familiarity with both retail and retirement plan investment workflows is a plus

Benefits:

401k with generous matching
100% employer paid insurance (health vision dental)
Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
Paid holidays
PTO

Hours:

In office: Monday-Friday 8am-5pm
Work occasional evenings and weekends and attending events may be required
This job may require occasional travel outside of the local area and overnight stays

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

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Required Experience:

Manager

Position: Trade Desk & Portfolio ManagerFirm: EA Buck Financial ServicesLocation: Denver COOverview: Buck Wealth Management located in Denver CO is seeking a highly motivated and detail-oriented Trade Desk and Portfolio Manager to lead our trade operations and support the CIO in portfolio oversight....