Portfolio Trade Analyst

Overview:

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the PPS Direct Operations department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for a portfolio trade analyst to join our ranks. PPS Direct is our in-house asset management platform that gives Commonwealth advisors the flexibility to operate virtually any type of fee-based asset management practice. With the increasing demand for the products we support, you will be an integral part of the timely and accurate processing of our PPS business functions. This opportunity would give you responsibility for trading and supporting models offered by the strategists on our PPS platform.

Key Responsibilities

• Handling the daily review and trading of client accounts for additional deposits, withdrawals, and new account deposits
• Producing a high volume of orders during times of rebalance
• Establishing accounts and running reports to allow for quarterly review
• Ensuring that accounts are traded accurately and in line with established guidelines for the respective manager
• Supporting money managers and acting as a relationship contact for Commonwealth advisors
• Providing support as part of a phone queue to answer questions related to PPS Direct or PPS Select issues

Core Strengths and Skills

• Ability to handle pressure and adhere to deadlines
• Exemplary customer service skills
• Minimum three to five years of financial services experience
• FINRA Series 7 and 66 securities registrations
• Previous model trading experience a plus
• Advanced knowledge of Microsoft Word, Excel, and Outlook 

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, Ohio. 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.   

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.