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 reputed company 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 Founded in 1984, reputed company. (TPFG) has established a reputed company for superior trust, performance and service. It was founded in 1984, and is headquartered in Bellevue, Washington, USA, with a workforce of 51-200 employees. Its website is http//www.tpfg.com. Apply To This Job
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