Trading/Portfolio Reviewer - 100% Remote (EST Candidates ONLY)
sgs technologieDenver, CO
Trading/Portfolio Reviewer - 100% Remote (EST Candidates ONLY)
sgs technologieDenver, CO
today
Occupations
Securities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsBrokerage ClerksIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesAbout the role
SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements. SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity! ONLY US CITIZENS AND GREEN CARD HOLDERS WILL BE CONSIDERED FOR THIS ROLE!This is a temporary role expected to last through December 31, 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 money managers by executing trades based on product models and guidelines. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions.
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
Education: Minimum of an Associate's Degree
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JOB OVERVIEW
Experience level
Junior
Location
Denver, CO
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
today
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