Commonwealth Financial Network

  • Portfolio Trade Analyst

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

    Are you an exceptionally detail-oriented financial services professional with top-notch analytical skills? Commonwealth is looking to add a portfolio trade analyst to its Preferred Portfolio Services® (PPS) Direct Operations team.

     

    PPS Direct is our in-house asset management platform that gives Commonwealth advisors the flexibility to operate virtually any type of fee-based asset management practice. With the ever-increasing demand for the products we support, you will be an integral part of the timely and accurate processing of our PPS business functions. This opportunity would give you responsibility for trading and supporting models offered by the strategists on our PPS platform.

     

    Key responsibilities

    • Handling the daily review and trading of client accounts for additional deposits, withdrawals, and new account deposits
    • Producing a high volume of orders during times of rebalance
    • Establishing accounts and running reports to allow for quarterly review
    • 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
    • Providing support as part of a phone queue to answer advisor questions related to PPS Direct/PPS Select issues
    • Taking on additional intradepartmental projects

    Core strengths

    • Desire to learn and further develop professional skills
    • Ability to handle pressure and adhere to deadlines
    • Excellent attention to detail
    • Strong verbal and written communication skills
    • Exemplary customer service skills

    Additional skills and knowledge 

    • Minimum 3–5 years of financial services experience
    • FINRA Series 7 and 66 securities registrations
    • Previous model trading experience a plus
    • Advanced knowledge of Microsoft Word, Excel, and Outlook

    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.

     

    We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network® will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

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