Trade Desk & Portfolio Manager

Overview:

Buck Wealth Management located in Denver, CO is seeking a highly motivated and detail-oriented Trade Desk and Portfolio Manager to lead our trade operations and support the CIO in portfolio oversight. This individual will be based in our Denver office and play a critical role in both our private wealth management and 401(k) platform operations. The ideal candidate combines strategic thinking with operational excellence and is comfortable working in a collaborative, fast-paced environment.

• Lead and manage the trade desk team, ensuring timely and accurate execution of all client trades
• Maintain trading protocols and supervise compliance with trading policies and procedures
• Oversee trade execution for discretionary and non-discretionary accounts across custodians (Fidelity, Schwab, etc.)
• Coordinate model implementation across advisor and retirement plan platforms
• Liaise with operations, advisors, and client service teams to ensure efficient and accurate trade settlements
• Assist the CIO in preparing for quarterly Investment Committee meetings, including data gathering, agenda building, and performance summaries
• Track and report portfolio and model performance, benchmarking against indices and peer strategies
• Analyze rebalancing needs across models and coordinate execution of rebalancing trades
• Monitor and evaluate investment model allocations, holdings, and drift relative to target weights
• Research and evaluate fund manager changes, tactical allocation shifts, or model enhancements
• Maintain all required licenses

• Bachelor’s degree in Finance, Economics, or related field
• CFA or progress toward designation preferred
• 5+ years of experience in a portfolio management, trade operations, or investment analyst role within an RIA, asset manager, or similar financial services firm
• Proficiency with portfolio management systems (e.g., Orion, Morningstar Direct, Bloomberg, Black Diamond) and trading platforms
• Excellent attention to detail, analytical skills, and ability to synthesize data into actionable insights
• Effective communication skills and ability to collaborate with internal stakeholders and custodians
• Familiarity with both retail and retirement plan investment workflows is a plus
• 401k with generous matching
• 100% employer paid insurance (health, vision, dental)
• Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
• Paid holidays
• PTO

• In office:
  Monday-Friday, 8am-5pm
• Work occasional evenings and weekends and attending events may be required
• This job may require occasional travel outside of the local area and overnight stays