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XY Planning Network Logo XY Planning Network · Finance

Portfolio Associate

United States Employment contract 68000.00 - 92000.00 USD / Year · Job Posted June 10, 2026
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Job Description

We are seeking a detail-oriented and intellectually curious Portfolio Associate to join our growing investment team. This role is designed for an investment professional interested in developing toward portfolio management responsibilities while gaining hands-on experience across trading, portfolio implementation, investment research, and advisor support.

Job Responsibility

  • Execute all trade requests accurately and within established service level agreements
  • Process trade instructions and system-recommended portfolio rebalances
  • Review proposed trades for accuracy, submit to custodians, and monitor execution and allocations
  • Confirm portfolio allocations and household setups are correct for both new and existing clients
  • Respond to portfolio implementation and trading-related questions from internal teams and advisors
  • Assist in PM onboarding calls with new advisors joining XYPN Sapphire, implementing portfolio transitions from prior firms
  • Maintain detailed records of trading activity and processes
  • Support the portfolio management team with portfolio analyses and data requests
  • Prepare investment research reports on specific asset classes and model holdings
  • Perform due diligence and review of advisor lead custom models
  • Assist in maintaining model marketing materials and YCharts Model Marketplace Dashboards
  • Contribute to internal investment content and participate in the creation of firm-level research
  • Ad hoc portfolio analysis as requested by financial advisors
  • Lead or contribute to process improvement and automation initiatives within the investment team
  • Collaborate cross-functionally to enhance trading workflows and operational efficiency
  • Support the needs of the Investment Policy Committee with data and project work

Requirements

  • 4-9 years experience either: placing trades at a large custodian, investment manager, RIA, of other financial services firm
  • performing investment research, with an asset-class specific focus
  • Solid understanding of portfolio management concepts and trading processes
  • You have a knack for noticing small discrepancies
  • you fill crucial information into forms (like account numbers!) with little to no error. You proofread your work before submitting it.
  • Tech-savviness and the ability to pick up new technology
  • Comfort navigating trading platforms and custodian interfaces
  • Experience with investment tools/systems and a process-improvement mindset
  • You can work under tight deadlines without even breaking a sweat as you flex your brag-worthy time management skills
  • Familiarity in self-directing your days—you can manage your projects and tasks, seek out support, and re-prioritize as needed.
  • Authorized to work and live in the United States

Nice to have

  • Experience using Orion and their trading software, Eclipse
  • Experience working with Charles Schwab as a custodian
  • You’re using AI tools in a trading capacity
  • You’ve passed CFA level 2 or more

What we offer

  • 100%- employer-funded Employee Stock Ownership Plan (ESOP)
  • Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
  • 9 paid holidays (we offer flexible holidays!)
  • 401(k) with match
  • you put in 6%, and we put in 4.5%
  • 12 weeks paid parental leave for the birth or adoption of a child
  • Health insurance w/ employer contribution
  • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
  • Pet insurance availability
  • Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
  • Employer-paid Life and AD&D insurance
  • Employer-paid Long Term Disability coverage
  • Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee
  • $2000/year (prorated by start date) to put towards professional development
  • $250/quarter to spend on yourself specific to our core value of "Be Well Being You"
  • $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
  • A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
  • Subsidized employer-sponsored childcare through our internal child care program
  • Various Gym discounts
  • Company-owned laptop computer provided (Apple Products)
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