Commonwealth Financial Network

  • Portfolio Trade Analyst

    Job Locations US-MA-Waltham
    Job ID
    W-2019
    # of Openings
    1
    Category
    PPS Direct Operations
    Type
    Full-Time
  • Overview

    Preferred Portfolio Services® (PPS) Direct Operations team, our in-house asset management platform that gives Commonwealth advisors the flexibility to operate virtually any type of fee-based asset management practice, is looking to add a portfolio trade analyst to its team. With the demand for the products we support increasing, you will be an integral part of the timely and accurate processing of our business. This opportunity would give you responsibility for trading and supporting models offered by the strategists on our PPS platform.

     

    Are your analytical skills top-notch? Do you have an exceptional eye for detail? These qualities are a must, as is the desire to be a team player. If you think you have what it takes—and can work independently in a fast-paced, demanding environment—then let’s introduce ourselves.

     

    Key responsibilities

    • Handling the daily review and trading of client accounts for additional deposits, withdrawals, and new account deposits
    • Sending a high volume of orders during rebalance
    • Running reports to review program
    • Ensuring that accounts are traded accurately and in line with established guidelines for the respective manager
    • Supporting money managers and acting as a relationship contact for Commonwealth advisors
    • Being part of a phone queue
    • Taking on additional intradepartmental projects 

    Core strengths

    • At least 3–5 years of financial services experience
    • Ability to handle pressure and time-crunch situations
    • Ability and willingness to learn
    • FINRA Series 7 and 66 securities registrations
    • Excellent attention to detail
    • Strong verbal and written communication skills
    • Exemplary customer service skills
    • Advanced knowledge of Microsoft Word, Excel, and Outlook
    • Exposure to model trading systems; previous model trading experience a plus

    About Commonwealth—and Our Anything but Common® Culture

     

    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.

     

    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

     

    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.

     

    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

     

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