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FinTech

Portfolio Operations & Trading Specialist

Job in Kansas City, Jackson County, Missouri, 64101, USA
Listing for: The Well
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    FinTech
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A growing Registered Investment Advisory firm is hiring a Portfolio Technical Specialist in Kansas City. This role involves trade execution, cash management, and portfolio rebalancing while providing direct visibility to leadership. The ideal candidate should excel in investment operations and exhibit strong analytical skills. It's a great opportunity to improve workflows through technology in a collaborative environment.
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