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Portfolio Operations Specialist – Trading & Cash
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-06-01
Listing for:
Instrumental Wealth
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Portfolio Manager, Financial Services
Job Description & How to Apply Below
Instrumental Wealth is seeking a Portfolio Administrator in Tampa, Florida. This role involves managing client investment databases, processing trades, and ensuring portfolio alignment with assigned models. The ideal candidate will have a strong trading background and the ability to manage multiple client accounts accurately.
The position requires a Bachelor's degree in Finance and at least 5 years of trading experience. Benefits include health insurance, a 401(k) with matching, and paid time off.
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