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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 or 518-462-0868.

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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.

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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