Portfolio Associate

XYPN Sapphire is an SEC registered investment advisor offering a comprehensive platform for independent, fee‑only financial advisors. We offer two services, a TAMP and Corporate RIA. The TAMP offering is for advisors who keep their own state‑or‑SEC‑registered investment advisory practices and outsource the trading and back office operations. The Corporate RIA offers a completely different model for members to operate their firms under, freeing them of compliance, investment, and other burdens of running their firms independently.

We are seeking a detail-oriented and intellectually curious Portfolio Associate to join our growing investment team. This role is designed for an investment professional interested in developing toward portfolio management responsibilities while gaining hands‑on experience across trading, portfolio implementation, investment research, and advisor support.

As a Portfolio Associate, you will be responsible for executing trades and portfolio changes for a group of advisors while supporting investment research, due diligence, and portfolio analysis efforts. You'll play an important role in helping ensure portfolios are implemented accurately and efficiently, while developing a deep understanding of portfolio management through direct involvement in both investment decision‑making and execution.

You'll also serve as a knowledgeable resource for advisors on portfolio implementation, investment models, and platform offerings, and contribute to strategic initiatives that improve the efficiency and scalability of our investment platform.

This role is ideal for someone who enjoys analytical thinking, values precision and accuracy, and is excited to build investment, trading, and advisor‑facing skills.

We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT, WA and WI.

• Execute all trade requests accurately and within established service level agreements
• Process trade instructions and system‑recommended portfolio rebalances
• Review proposed trades for accuracy, submit to custodians, and monitor execution and allocations
• Confirm portfolio allocations and household setups are correct for both new and existing clients
• Respond to portfolio implementation and trading‑related questions from internal teams and advisors
• Assist in PM onboarding calls with new advisors joining XYPN Sapphire, implementing portfolio transitions from prior firms.
• Maintain detailed records of trading activity and processes
• Support the portfolio management team with portfolio analyses and data requests
• Prepare investment research reports on specific asset classes and model holdings
• Perform due diligence and review of advisor lead custom models
• Assist in maintaining model marketing materials and YCharts Model Marketplace Dashboards
• Contribute to internal investment content and participate in the creation of firm‑level research
• Ad hoc portfolio analysis as requested by financial advisors

• Lead or contribute to process improvement and automation initiatives within the investment team
• Collaborate cross‑functionally to enhance trading workflows and operational efficiency
• Support the needs of the Investment Policy Committee with data and project work

Start Date: Immediately

Status: Full‑time (40‑45 hours per week with flexible schedule)

Location: Remote and/or Bozeman, MT

Team: XYPN Sapphire

Reports To: Director of Investment Services

Direct reports: None

Travel: Up to 10% travel (e.g., 2‑3 weeks /year) required for team retreats and other company events

(If you think, “I only meet 80% of these qualifications,” still apply!)

• 4‑9 years experience either:
• placing trades at a large custodian, investment manager, RIA, of other financial services firm
• performing investment research, with an asset‑class specific focus
• Solid understanding of portfolio management concepts and trading processes.
• You have a knack for noticing small discrepancies; you fill crucial information into forms (like…