Trade Desk & Portfolio Manager
E.A. Buck Financial Services, Denver, Colorado, United States, 80285
E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking a
Trade Desk & Portfolio Manager
to join our Denver team! This person will play a key role in supporting our Chief Investment Officer and managing day-to-day trading operations across our private wealth and retirement plan platforms. This is a
full-time, in-office
position based in
Denver, CO. NOTE:
Only people who are currently living in Denver will be considered for this role. Salary / Benefits Package:
Competitive base salary, commensurate with experience 100% employer-paid health, dental, and vision insurance Eligibility to enroll in health savings and flexible spending accounts Paid time off (PTO) and paid holidays 401(k) with generous company match Professional development and continuing education support Duties and Responsibilities:
Manage daily trade operations and ensure timely, accurate execution across custodians (Fidelity, Schwab, etc.) Support the CIO with portfolio oversight, data analysis, and Investment Committee preparation Track portfolio and model performance, rebalance accounts, and ensure compliance with trading policies Collaborate with advisors and operations teams to maintain smooth trading workflows Stay current on investment trends, tools, and technologies Participate in company strategy discussions and process improvements Job Requirements:
Bachelor’s degree in Finance, Economics, or related field Minimum 5 years of experience in trading, portfolio management, or investment operations Experience with portfolio management systems (e.g., Orion, Morningstar Direct, Black Diamond) Strong understanding of ETFs, mutual funds, fixed income, and equity markets Self-motivated, analytical, and highly organized Excellent communication and teamwork skills CFA or progress toward designation preferred Interested? We would love to hear from you! Please email your resume tocareers@eabuck.com
.
#J-18808-Ljbffr
Trade Desk & Portfolio Manager
to join our Denver team! This person will play a key role in supporting our Chief Investment Officer and managing day-to-day trading operations across our private wealth and retirement plan platforms. This is a
full-time, in-office
position based in
Denver, CO. NOTE:
Only people who are currently living in Denver will be considered for this role. Salary / Benefits Package:
Competitive base salary, commensurate with experience 100% employer-paid health, dental, and vision insurance Eligibility to enroll in health savings and flexible spending accounts Paid time off (PTO) and paid holidays 401(k) with generous company match Professional development and continuing education support Duties and Responsibilities:
Manage daily trade operations and ensure timely, accurate execution across custodians (Fidelity, Schwab, etc.) Support the CIO with portfolio oversight, data analysis, and Investment Committee preparation Track portfolio and model performance, rebalance accounts, and ensure compliance with trading policies Collaborate with advisors and operations teams to maintain smooth trading workflows Stay current on investment trends, tools, and technologies Participate in company strategy discussions and process improvements Job Requirements:
Bachelor’s degree in Finance, Economics, or related field Minimum 5 years of experience in trading, portfolio management, or investment operations Experience with portfolio management systems (e.g., Orion, Morningstar Direct, Black Diamond) Strong understanding of ETFs, mutual funds, fixed income, and equity markets Self-motivated, analytical, and highly organized Excellent communication and teamwork skills CFA or progress toward designation preferred Interested? We would love to hear from you! Please email your resume tocareers@eabuck.com
.
#J-18808-Ljbffr