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Portfolio Trading Associate - Build Client Wealth
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-26
Listing for:
Busey Bank
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Busey Bank is seeking an Associate Portfolio Manager, Trading to work with Wealth Advisors and the Investment Team to monitor client accounts and execute trades across stocks, mutual funds, and fixed income.
The role includes rebalancing accounts to target allocations, conducting periodic compliance reviews, and supporting performance reporting and client communications. Bachelor’s degree and advanced Excel skills (Pivot Tables, Macros, VBA) are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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