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Portfolio Trader Jobs (NOW HIRING)

Focus Financial Partners

Portfolio Trader

Stamford, CT · On-site

$70K - $120K/yr

The Portfolio Trader's primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. They are responsible for implementing the ...

Focus Financial Partners

Portfolio Trader

Stamford, CT · On-site

$70K - $120K/yr

The Portfolio Trader's primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. They are responsible for implementing the ...

Focus Partners Wealth

Portfolio Trader

Saint Louis, MO · Hybrid

$75K - $80K/yr

The Portfolio Trader's primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. They are responsible for implementing the ...

The Well

Portfolio Trading Specialist

Edina, MN · Hybrid

$65K - $85K/yr

Portfolio Trading Specialist Position Title: Portfolio Trading Specialist Location: Minneapolis, MN (Hybrid: 3 days in-office / 2 days remote; team-coordinated schedule) Compensation: $65,000-$85,000 ...

Triad Partners LLC

Trader

Lawrence, KS · On-site

Team events (minimum of monthly) About the role The Trading Associate is a key member of Triad ... This role will also be heavily involved in the portfolio transition process as prospective Member ...

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Portfolio Trader information

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$39.5K

$96.8K

$269.5K

How much do portfolio trader jobs pay per year?

As of May 28, 2026, the average yearly pay for portfolio trader in the United States is $96,774.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Portfolio Trader, and why are they important?

To thrive as a Portfolio Trader, you need strong quantitative analysis skills, a deep understanding of financial markets, and typically a degree in finance, economics, or a related field. Proficiency with trading platforms, portfolio management software, and data analysis tools such as Bloomberg Terminal or Python is often required. Attention to detail, decisive decision-making, and the ability to work well under pressure are crucial soft skills in this role. These competencies ensure effective risk management, timely execution of trades, and optimal portfolio performance in dynamic market environments.

How does a Portfolio Trader typically collaborate with portfolio managers and analysts to make investment decisions?

Portfolio Traders work closely with portfolio managers to execute investment strategies efficiently and with minimal market impact. They regularly communicate with analysts to discuss market trends, upcoming news, and potential trade ideas. This collaboration ensures that trades align with the overall objectives of the portfolio, taking into account risk limits and compliance requirements. Strong teamwork and clear communication are essential, as timely execution and accurate reporting directly contribute to the portfolio’s performance.

What does a Portfolio Trader do?

A Portfolio Trader is responsible for executing trades and managing investment portfolios on behalf of clients or institutions. Their role involves buying and selling securities, monitoring market trends, and implementing trading strategies to maximize returns while managing risk. Portfolio Traders work closely with portfolio managers and analysts to ensure investment goals are met and portfolios remain balanced according to specified guidelines. They also stay updated on financial news and use advanced trading tools and analytics to inform their decisions.

What is the difference between Portfolio Trader vs Quantitative Analyst?

AspectPortfolio TraderQuantitative Analyst
Required CredentialsFinance degree, CFA often preferredFinance, mathematics, or computer science degree, often with advanced degrees
Work EnvironmentTrading floors, investment firms, hedge fundsResearch labs, financial institutions, asset management firms
Employer & Industry UsageAsset managers, hedge funds, banksInvestment firms, hedge funds, banks, financial consultancies
Common Search & ComparisonYesYes

While both roles operate within the finance industry, Portfolio Traders focus on executing trades and managing portfolios directly, often working on trading floors or at hedge funds. Quantitative Analysts develop models and algorithms to inform trading strategies, supporting Portfolio Traders with data-driven insights. Both roles require strong financial knowledge and analytical skills, but Portfolio Traders are more involved in the execution process, whereas Quantitative Analysts focus on model development and research.

More about Portfolio Trader jobs
What are the most commonly searched types of Portfolio Trader jobs? The most popular types of Portfolio Trader jobs are:
What states have the most Portfolio Trader jobs? States with the most job openings for Portfolio Trader jobs include:
What job categories do people searching Portfolio Trader jobs look for? The top searched job categories for Portfolio Trader jobs are:
Portfolio Trader jobs near you
Infographic showing various Portfolio Trader job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $96,774 per year, or $46.5 per hour.
Portfolio Trader

Portfolio Trader

Focus Financial Partners

Saint Louis, MO • Hybrid

$75K - $80K/yr

Other

Posted 16 days ago

Job description

Position Summary

Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. The Portfolio Trader's primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams.  They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Traders will conduct all daily, weekly, and monthly portfolio reviews.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

  • Deep understanding of our investment philosophy and the investments we use.
  • Responsible for setting up clients in rebalancing software and updating targets when a client's allocation changes.
  • Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken.
  • Cash Flow Planning and Cash Management:
  • Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions.
  • Confirm accuracy of a client's cash needs with advisory team on a periodic basis.
  • Propose and execute plans for RMDs and any account cash flows.
  • Perform review of cash to be invested or generated.                 
  • Appropriately manage cash flow of accounts to provide for timely collection of fees. Provide and execute recommended action plans to collect on any outstanding uncollected fees.
  • Identify opportunities to harvest losses as well as opportunities to switch to a more tax-efficient (or more preferred) investment vehicle.
  • Develops recommendations for client accounts for which we do not maintain discretion.
  • Provide superior, friendly and knowledgeable service by telephone and e-mail with financial advisors 
  • Effectively prioritize work to meet trade deadlines and service level agreements

Qualifications

  • Two years of experience in financial services required
  • Experience working with RIAs and Independent Financial Advisors a plus.
  • Bachelor's degree. 
  • Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus.
  • Strong proficiency in Microsoft Applications
  • Orion Software, Envestnet Software or Custodian website experience preferred
  • Strong written and verbal communication skills. 
  • Desire to take ownership and provide the best customer service in the industry
  • Energetic self-starter with an extremely positive, can-do attitude
  • Strong organization skills with exceptional attention to detail
  • Must work well in a team environment, supporting others and filling in as necessary
  • Must be able to prioritize and switch tasks as needed

This position is an exempt position.The annualized base pay range for this role is expected to be between $75,000 - $80,000/year.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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