Portfolio Trader

Primary Job Accountabilities/Responsibilities

·      Trade execution of ETF block order flow

·      Rebalancing of individual client portfolios

·      Handling of day to day trade related requests and inquiries coming from Wealth managers

·      Maintaining the inputs/outputs of all portfolio models managed by Pinnacle through use of the portfolio
management system and trading software

·      Assisting the Wealth managers with special client situations

·      Handling multiple trading platforms at various brokers

Experience and Education

·      Bachelor’s degree

·      Experience in Equities trading OR

·      5 years of experience working in a trade related support role

Skills and Knowledge

·      Outlook

·      Excel

·     Order execution (must be knowledgeable of specific order types used in various scenarios)

·     Must understand risks associated with trading equity and fixed income products

To Apply

If you meet our minimum requirements, please apply by submitting your resume and a cover letter to JZimmermann@PinnacleAdvisory.com.

Equal Opportunity Employer