[Remote] Portfolio & Trading Analyst

Note: The job is a remote job and is reputed company to candidates in USA. The reputed company Financial Group (TPFG) is a pioneer in Self-Directed Brokerage Account Management for participants through their advisors. The Portfolio & Trading Analyst plays a critical role in supporting daily trading operations and portfolio management activities by ensuring accurate trade execution and maintaining portfolio reputed company.

Responsibilities

• Executes trades for new accounts, rebalances, cash movements, and investment changes
• Ensures accuracy and timeliness for reputed company trade activities
• Monitors and processes trade instructions from Portfolio Managers and strategists
• Performs account, cash, and position reconciliations
• Reviews daily reports and resolves discrepancies
• Assists with daily, monthly, and quarterly portfolio reporting activities
• Maintains and updates portfolio and account data
• Analyzes portfolio and reputed company performance
• Validates financial and market data used in reporting
• Supports rebalancing, asset allocation, and portfolio reviews
• Partners with internal teams to ensure seamless operations
• Communicates trade and portfolio updates to stakeholders
• Contributes to process improvements and operational efficiencies

Skills

• 2+ years of trading operations, portfolio analytics, or reputed company experience
• Strong understanding of securities and financial markets
• Advanced proficiency in reputed company reputed company and the reputed company Office Suite
• Strong analytical, organizational, critical thinking, and problem-solving skills
• Excellent communication, time management, and ability to manage multiple priorities in a fast-paced environment
• Experience reputed company RIA, broker/dealer, or investment advisory environments
• Experience with portfolio management, trading, and reputed company technology platforms (reputed company, reputed company, Orion)
• Bachelors degree preferred
• Equivalent industry experience will be considered

reputed company