Position: Trade Desk & Portfolio Manager
Firm: EA Buck Financial Services
Location: Denver Tech Center, CO
Overview: EA Buck Financial Services located in Denver Tech Center, CO is seeking a highly motivated and detail-oriented Trade Desk and Portfolio Manager to lead our trade operations and support the CIO in portfolio oversight. This individual will be based in our Denver office and play a critical role in both our private wealth management and 401(k) platform operations. The ideal candidate combines strategic thinking with operational excellence and is comfortable working in a collaborative, fast-paced environment.
What you'll do:
- Lead and manage the trade desk team, ensuring timely and accurate execution of all client trades
- Maintain trading protocols and supervise compliance with trading policies and procedures
- Oversee trade execution for discretionary and non-discretionary accounts across custodians (Fidelity, Schwab, etc.)
- Coordinate model implementation across advisor and retirement plan platforms
- Liaise with operations, advisors, and client service teams to ensure efficient and accurate trade settlements
- Assist the CIO in preparing for quarterly Investment Committee meetings, including data gathering, agenda building, and performance summaries
- Track and report portfolio and model performance, benchmarking against indices and peer strategies
- Analyze rebalancing needs across models and coordinate execution of rebalancing trades
- Monitor and evaluate investment model allocations, holdings, and drift relative to target weights
- Research and evaluate fund manager changes, tactical allocation shifts, or model enhancements
- Maintain all required licenses
What We're Looking For:
- Bachelor's degree in Finance, Economics, or related field
- CFA or progress toward designation preferred
- 5+ years of experience in a portfolio management, trade operations, or investment analyst role within an RIA, asset manager, or similar financial services firm
- Proficiency with portfolio management systems (e.g., Orion, Morningstar Direct, Bloomberg, Black Diamond) and trading platforms
- Excellent attention to detail, analytical skills, and ability to synthesize data into actionable insights
- Effective communication skills and ability to collaborate with internal stakeholders and custodians
- Familiarity with both retail and retirement plan investment workflows is a plus
Benefits:
- 401k with generous matching
- 100% employer paid insurance (health, vision, dental)
- Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
- Paid holidays
- PTO
Hours:
- In office: Monday-Thursday, 8am-5pm, Friday 8am-3pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com