Portfolio Trading Specialist
Job in
Edina, Hennepin County, Minnesota, USA
Listed on 2026-05-10
Listing for:
The Well
Full Time
position Listed on 2026-05-10
Job specializations:
-
Finance & Banking
Portfolio Manager, Banking & Finance, Trading - Equity / Derivatives / Quantitative
Job Description & How to Apply Below
Location
Location: Minneapolis, MN (Hybrid: 3 days in-office / 2 days remote; team-coordinated schedule)
CompensationCompensation: $65,000–$85,000 base + $2,000–$5,000 annual incentive (paid semi-annually)
About the OpportunityWe’re hiring a Portfolio Trading Specialist on behalf of our client—a growing, fee-only wealth management firm based in Minneapolis
. This role sits within the portfolio management team and is ideal for someone who is passionate about trading and wants to build a long-term career in trading/portfolio operations.
- Execute trades and support portfolio implementation activities across client accounts
- Work within rebalancing workflows and trading systems to ensure accurate, timely execution
- Collaborate closely with portfolio management and operations teams on trade-related processes
- Help maintain trading documentation, workflows, and execution standards
- Identify opportunities to improve trading efficiency, accuracy, and consistency
- Prior trading experience required
- Experience with rebalancing tools strongly preferred (Tamarac experience is ideal)
- Strong attention to detail; comfort working in fast-moving trading environments
- Clear communicator and collaborative team partner
- Prefer candidates who want to stay in trading/portfolio management (not using the seat as a stepping stone to advising)
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×