We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
Portfolio Trading [Multiple Positions Available]
Manhattan, NY ยท On-site
$285K/yr
Using Excel to model and price portfolio trades; Utilizing Bloomberg to analyze bond pricing and risk; Pitching trade ideas to institutional clients based on bank research reports; Creating, pricing ...
Portfolio Trading [Multiple Positions Available]
Manhattan, NY ยท On-site
$285K/yr
Using Excel to model and price portfolio trades; Utilizing Bloomberg to analyze bond pricing and risk; Pitching trade ideas to institutional clients based on bank research reports; Creating, pricing ...
Portfolio Trading [Multiple Positions Available]
Manhattan, NY ยท On-site
$285K/yr
Using Excel to model and price portfolio trades; Utilizing Bloomberg to analyze bond pricing and risk; Pitching trade ideas to institutional clients based on bank research reports; Creating, pricing ...
Portfolio Trading [Multiple Positions Available]
Manhattan, NY ยท On-site
$285K/yr
Using Excel to model and price portfolio trades; Utilizing Bloomberg to analyze bond pricing and risk; Pitching trade ideas to institutional clients based on bank research reports; Creating, pricing ...
Portfolio Trading [Multiple Positions Available]
Manhattan, NY ยท On-site
$285K/yr
Using Excel to model and price portfolio trades; Utilizing Bloomberg to analyze bond pricing and risk; Pitching trade ideas to institutional clients based on bank research reports; Creating, pricing ...
Portfolio Trading [Multiple Positions Available]
Manhattan, NY ยท On-site
$285K/yr
Using Excel to model and price portfolio trades; Utilizing Bloomberg to analyze bond pricing and risk; Pitching trade ideas to institutional clients based on bank research reports; Creating, pricing ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
Bilingual Japanese Portfolio Trading Operations Support in Miami Beach, FL$$ American Asset Management Fund seeks a bilingual Japanese Portfolio Administrator in Miami Beach, FL. Responsibilities:
Bilingual Japanese Portfolio Trading Operations Support in Miami Beach, FL$$ American Asset Management Fund seeks a bilingual Japanese Portfolio Administrator in Miami Beach, FL. Responsibilities:
\n \n \n Bilingual Japanese Portfolio Trading Operations Support in Miami Beach, FL $$ American Asset Management Fund seeks a bilingual Japanese Portfolio Administrator in Miami Beach, FL.
\n \n \n Bilingual Japanese Portfolio Trading Operations Support in Miami Beach, FL $$ American Asset Management Fund seeks a bilingual Japanese Portfolio Administrator in Miami Beach, FL.
Analyst, Portfolio Management
Bethesda, MD ยท On-site
$80K - $100K/yr
Portfolio Trading- With the Desk Head's oversight, places trades within the regulatory requirements, prospectus, internal guidelines and the guidelines of best execution, * Portfolio Administration ...
Analyst, Portfolio Management
Bethesda, MD ยท On-site
$80K - $100K/yr
Portfolio Trading- With the Desk Head's oversight, places trades within the regulatory requirements, prospectus, internal guidelines and the guidelines of best execution, * Portfolio Administration ...
Analyst, Portfolio Management
Bethesda, MD ยท Hybrid
$80K - $100K/yr
Portfolio Trading- With the Desk Head's oversight, places trades within the regulatory requirements, prospectus, internal guidelines and the guidelines of best execution, * Portfolio Administration ...
Analyst, Portfolio Management
Bethesda, MD ยท Hybrid
$80K - $100K/yr
Portfolio Trading- With the Desk Head's oversight, places trades within the regulatory requirements, prospectus, internal guidelines and the guidelines of best execution, * Portfolio Administration ...
The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs ...
The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs ...
Portfolio & Trading Solutions - Portfolio Management, Vice President
Manhattan, NY ยท On-site
$115 - $190/hr
The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs ...
New
Portfolio & Trading Solutions - Portfolio Management, Vice President
Manhattan, NY ยท On-site
$115 - $190/hr
The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs ...
New
The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs ...
The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs ...
Support the management of client portfolios including account set up, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and portfolio trading.
Support the management of client portfolios including account set up, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and portfolio trading.
Equities Trader - Asia Coverage (Electronic Trading Focus)
New York, NY ยท Remote
$75K - $150K/yr
Support portfolio trading: coordinate lists, monitor completion, manage allocations, and resolve post-trade exceptions. * Partner with Ops/Tech/Risk/Compliance to ensure best execution, policy ...
Equities Trader - Asia Coverage (Electronic Trading Focus)
New York, NY ยท Remote
$75K - $150K/yr
Support portfolio trading: coordinate lists, monitor completion, manage allocations, and resolve post-trade exceptions. * Partner with Ops/Tech/Risk/Compliance to ensure best execution, policy ...
Equities Trader - Asia Coverage (Electronic Trading Focus)
New York, NY ยท On-site
$75K - $150K/yr
Support portfolio trading: coordinate lists, monitor completion, manage allocations, and resolve post-trade exceptions. * Partner with Ops/Tech/Risk/Compliance to ensure best execution, policy ...
Equities Trader - Asia Coverage (Electronic Trading Focus)
New York, NY ยท On-site
$75K - $150K/yr
Support portfolio trading: coordinate lists, monitor completion, manage allocations, and resolve post-trade exceptions. * Partner with Ops/Tech/Risk/Compliance to ensure best execution, policy ...
Portfolio Analyst
San Francisco, CA ยท On-site
$90K - $110K/yr
Overview Join our dynamic emerging markets team as a Portfolio Analyst focused on equity portfolio trading, portfolio analytics, basic ESG and fundamental research. This full-time role offers deep ...
Portfolio Analyst
San Francisco, CA ยท On-site
$90K - $110K/yr
Overview Join our dynamic emerging markets team as a Portfolio Analyst focused on equity portfolio trading, portfolio analytics, basic ESG and fundamental research. This full-time role offers deep ...
Portfolio Analyst
San Francisco, CA ยท On-site
$90K - $110K/yr
Collaborate with cross-functional teams, including research analysts, portfolio managers, compliance, operations and traders, to support ESG and fundamental investment initiatives. * Engage in ad-hoc ...
Portfolio Analyst
San Francisco, CA ยท On-site
$90K - $110K/yr
Collaborate with cross-functional teams, including research analysts, portfolio managers, compliance, operations and traders, to support ESG and fundamental investment initiatives. * Engage in ad-hoc ...
Portfolio Trading information
See salary details
$50.48 - $50.98
2% of jobs
$50.98 - $51.49
5% of jobs
$51.49 - $51.99
10% of jobs
$52.39 is the 25th percentile. Wages below this are outliers.
$51.99 - $52.49
10% of jobs
$52.49 - $52.99
10% of jobs
The median wage is $53.44 / hr.
$52.99 - $53.50
15% of jobs
$53.50 - $54
10% of jobs
$54 - $54.50
10% of jobs
$54.71 is the 75th percentile. Wages above this are outliers.
$54.50 - $55
10% of jobs
$55 - $55.51
10% of jobs
$55.51 - $56.01
10% of jobs
$50
$53
$56
How much do portfolio trading jobs pay per hour?
What are some common challenges faced by professionals in portfolio trading, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a portfolio trader, and why are they important?
What is the difference between Portfolio Trading vs Equity Trader?
| Aspect | Portfolio Trading | Equity Trader |
|---|---|---|
| Primary Focus | Managing a diversified portfolio of assets to meet investment goals | Buying and selling individual stocks to capitalize on market movements |
| Credentials | Typically requires finance or investment certifications; CFA is common | Often requires similar certifications; CFA beneficial |
| Work Environment | Institutional or asset management firms, often team-based | Trading floors, investment banks, or hedge funds |
| Job Responsibilities | Constructing and rebalancing portfolios, risk management | Executing trades, analyzing stock performance |
While both roles involve financial markets, Portfolio Traders focus on managing entire investment portfolios to optimize returns and control risk, whereas Equity Traders concentrate on trading individual stocks to profit from market fluctuations. Understanding these differences helps in choosing the right career path or job search focus.
What is portfolio trading?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 14 days ago
Job description
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Enterprise Wealth Management (EWM) is dynamic and evolving business line under the Zions' umbrella that is experiencing significant growth and innovation. EWM offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will:
- Manages equity income portfolios for high net worth clients. Portfolios will be invested in a broad range of investment grade instruments under a variety of client mandates.
- Identifies relative value trading opportunities within the market and amongst issuers; executes buy and sell orders as required and/or directed by clients; monitors client portfolios; meets with clients and their relationship managers as needed to identify and recommend hedging and overlay strategies.
- Works closely with other portfolio managers and investment team members.
- The Sr Specialist may supervise less experienced specialists.
- Other duties as assigned.
Qualifications:
- Requires a Bachelor's and 4+ years experience with equity income portfolios, investment products, or other directly related experience.
- Series 7 and 63, 65, or 66 preferred. A combination of education and experience may meet requirements.
- Extensive knowledge of fixed income investment and of investment products, services and terminology.
- Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task.
- The ability to work independently as well as in a team environment.
- The ability to perform a wide variety of complex and confidential tasks with speed and accuracy.
- Strong analytical skills are needed in order to solve operational problems.
- Must be able to exercise independent judgment.
- Excellent communication (verbal and writing) skills.
- Strong knowledge of Excel, PowerPoint, Word and MS Outlook.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
About Zions Bank
Sourced by ZipRecruiter
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Salt Lake City, UT, US
Year founded
1873