AssetMark is seeking a Senior Portfolio Trader to lead complex trade scenarios, drive scalable process improvements, and serve as a key partner across investment, operations, and client-facing teams to elevate client experience through thoughtful, data-driven trading strategies.
Requirements
- Experience with large scale trading or portfolio platforms (Vestmark, InvestCloud, Aladdin, or similar)
- Familiarity with Salesforce application
- Advanced Excel and data analysis skills; exposure to SQL a plus
- Familiarity with process mapping for optimization and gap analysis
- Demonstrated expertise in portfolio construction concepts, investment strategies, and risk management principles.
- Effective written and verbal communication skills; comfortable explaining trade rationale to non-technical stakeholders.
- Excellent attention to detail and analytical thinking, with the ability to connect trading logic to portfolio outcomes.
Responsibilities
- Oversee trade process controls for reasons such as portfolio drift, model changes, tax optimization, cash management, sleeve allocation changes, and client directed activities
- Own high-impact bulk trading events such as dollar cost averaging, scheduled withdrawals, tax harvest, corporate action model updates and trades tied to ad-hoc client requests.
- Serve as primary trading representative and subject matter expert in cross-functional collaboration with internal teams such as investment program group and trade executions to ensure accurate and efficient trading
- Identify and implement improvements in trade generation processes, oversight mechanisms, and reporting structures to enhance efficiency and control.
- Influence platform development through participation in UAT, feedback, and validations
- Responsible for development of test scripts and oversight over execution of user acceptance testing to validate new processes, system enhancements, or rule changes tied to trade generation lifecycle.
- Collect and evaluate data metrics to show alignment with team objectives and deliverables, support decision making, and identify process inefficiencies or areas lacking control.
Other
- Bachelor’s degree, preferably in Finance, Economics, or related fields
- 5+ Years of experience in portfolio management, investment operations, or similar role within financial services
- Ability to work autonomously in a fast-paced environment, exercising independent judgement while collaborating with others.
- Proven ability to manage competing priorities in a high-volume, high-risk environment
- Candidates must be legally authorized to work in the US to be considered.
