Portfolio Manager

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.

At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest.

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex.

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received:

2026, 2025, 2024, 2023
- Presented by Built In

2025
- Presented by US Fin Tech Awards

2024
- Presented by CNBC

The Portfolio Manager is a critical operational role responsible for executing daily portfolio management and trading activities for AIM's sub-advisory clients. Working under the supervision of the Director, Head of RIA Portfolio Management, you will manage client trading sessions, review algorithmic trade proposals, ensure compliance with securities regulations, and monitor trade execution quality.

This is an excellent opportunity for a portfolio management professional with 2+ years of experience to join a high-growth initiative at the ground floor, gain exposure to advanced rebalancing and direct indexing technologies, and develop expertise in sub-advisory operations within a regulated fintech environment.

As AIM scales from launch with Facet Wealth to managing billions in assets across multiple RIA clients, you will play a key role in building operational excellence and establishing best practices for portfolio management workflows.

• Execute Daily Trading Workflow: Manage the complete daily trading cycle from pre-market preparation through end-of-day reconciliation
• Client Session Processing: Process separate trading sessions for each RIA client, maintaining strict segregation between client books
• Configuration Management: Load client-specific investment models, rebalancing configurations, and trading parameters for each session
• Technology Operation: Run Apex's proprietary rebalancing and direct indexing technology to generate optimized trade proposals
• Trade Proposal Analysis: Review algorithmic trade recommendations for accuracy, logic, and alignment with client strategies
• Trade Validation: Verify trade calculations, identify anomalies, and flag unusual proposals for senior review
• Trade Submission: Submit approved trades to Apex Basket Trading Application with accurate documentation of timestamps, client IDs, and order details
• Session Closure: Close client sessions properly to maintain separation and audit trail integrity

• Fill Monitoring: Continuously monitor trade execution throughout the trading day via Apex Basket Trading Application
• Completeness Review: Track fill status for all submitted orders, identifying complete fills, partial fills, and failed orders
• Exception Handling: Flag incomplete or problematic orders, investigate root causes, and coordinate with senior staff on remediation
• Quality Assessment: Review execution quality including fill rates, price performance, and timing
• Documentation: Maintain detailed records of all…