SGS Technologie is looking for Portfolio Reviewers for our Financial Client at St Petersburg, Florida
Portfolio Reviewers
Remote
St Petersburg, Florida
There is temporary role expected to last through December 2026 but may be extended if necessary
Candidates will work remote but MUST be located in the Eastern time zone
Candidates must be available to work full-time (no other commitments and no planned vacation)
Trading experience is REQUIRED**
Job Summary: This person will be responsible for supporting the Asset Management Services Group.
Under general supervision, uses advanced knowledge and skills obtained through experience and/or training to assist money managers by executing trades based on product models and guidelines. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions. Extensive
Job Duties
Overlays accounts to pre-defined trading models and executes trades based on product guidelines.
Analyzes data for outliers of current positions versus models.
Assists with the review of accounts to ensure they meet the portfolio manager's specifications.
Mocking up trades based on the models and accounts (building trades)
Work Schedule: 8:00am-4:30pm EST, Monday through Friday
Qualifications
At least 4 years of recent experience within the financial services industry
General knowledge of the financial market
Trading experience is required
Ability to work in a fast-paced environment
Must be very comfortable using Excel daily and Outlook
Team player
Quick learner
Clear and professional written and verbal communication skills
Minimum of a High School Diploma or equivalent
Required Details
Please apply with a copy of your resume, best contact number, the best time to reach out, and email address.
Regards,
Fathima Nuzha
Senior Technical Recruiter - SGS Technologie
Ph: (904) 644 3721
fathima@sgstechnologies.net