Portfolio Trading & Rebalancing Specialist
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-05-31
Listing for:
Summit Financial Strategies
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Portfolio Manager, Financial Analyst
Job Description & How to Apply Below
Summit Financial Strategies, located in Columbus, Ohio, is seeking an Investment Operations Associate to manage portfolio rebalancing and trading. The ideal candidate will have a strong understanding of financial markets and investment strategies and be tasked with executing trades while collaborating with investment teams to manage portfolios aligned with client objectives.
Qualifications include a bachelor's degree, at least 2 years of relevant experience, and excellent analytical and communication skills. Benefits include competitive pay, bonuses, and support for professional certifications.
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