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Portfolio Manager

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Apex Clearing

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Location:
United States , Bridgewater

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Portfolio Manager is a critical operational role responsible for executing daily portfolio management and trading activities for AIM's sub-advisory clients. Working under the supervision of the Director, Head of RIA Portfolio Management, you will manage client trading sessions, review algorithmic trade proposals, ensure compliance with securities regulations, and monitor trade execution quality. This is an excellent opportunity for a portfolio management professional with 2+ years of experience to join a high-growth initiative at the ground floor, gain exposure to advanced rebalancing and direct indexing technologies, and develop expertise in sub-advisory operations within a regulated fintech environment.

Job Responsibility:

  • Execute daily trading workflow
  • Process separate trading sessions for each RIA client
  • Load client-specific investment models and configurations
  • Run Apex's proprietary rebalancing and direct indexing technology
  • Review algorithmic trade recommendations
  • Verify trade calculations and flag anomalies
  • Submit approved trades to Apex Basket Trading Application
  • Close client sessions properly
  • Monitor trade execution via Apex Basket Trading Application
  • Track fill status and handle exceptions
  • Review execution quality
  • Maintain detailed records
  • Support compliance checks
  • Maintain audit trail documentation
  • Assist with end-of-day reconciliation
  • Contribute to daily reports

Requirements:

  • 2+ years of experience in portfolio management
  • Experience with trading workflows and rebalancing technologies
  • Knowledge of securities regulations
  • Proficiency in trade execution monitoring and exception management
What we offer:
  • Healthcare benefits (medical, dental, vision, EAP)
  • Competitive PTO
  • 401k match
  • Parental leave
  • HSA contribution match
  • Paid subscription to Calm app
  • External learning and tuition reimbursement benefits

Additional Information:

Job Posted:
May 10, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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