Commonwealth Financial Network

Portfolio Trade Analyst

Job Locations US-MA-Waltham
Job ID
W-2021-MB
# of Openings
1
Category
PPS Direct Operations
Type
Permanent/ 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 advisors 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

Picture Yourself Here

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression. 

 

We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways—personally and professionally. At Commonwealth, everyone plays a part in our success story. And in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. We invite you to join us on the path to a brighter future!

 

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting. 

 

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth 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.

 

Commonwealth is an equal opportunity employer, making intentional efforts to source the very best talent from all backgrounds.

 

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