Robert Half International Senior Portfolio Trader in ALBANY, New York
Prominent wealth management firm in Albany is seeking a Senior Portfolio Trader due to an upcoming retirement. Responsibilities include: daily processing and reconciliation of transactions; setup and maintain accounts; enter adjustments for cost basis and acquisition dates; update and report on performance; run regular reports for investment committee; process block trades; invest cash in various accounts for investments and divestitures; work closely with multiple software platforms to perform the above functions (Axys, Moxy, Fidelity, Schwab, Interactive Brokers, etc). Relocation assistance is available for candidates with ties to the Albany or Upstate market.
Qualified candidates will have a BA in Business or similar field and 7+ years of experience as a Portfolio Trader in a wealth management capacity. For more information or confidential consideration contact email@example.com or 518-462-0868.
Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.
Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.
Salary: $65,000.00 - $85,000.00 / Yearly
Location: ALBANY, NY
Date Posted: January 15, 2021
Employment Type: Full-time
Job Reference: 02880-0011645834
Staffing Area: Full-Time Accounting u0026 Finance