Investment Portfolio Trader

COMPANY DESCRIPTION

Stevens Capital Partners is a thriving and fast-growing fee-only SEC-registered financial advisory firm headquartered in Omaha. Our team's core mission is to delight our clients with exceptional, white-glove service. We are actively seeking a dedicated and qualified individual to join our team of experienced professionals.

POSITION OVERVIEW

The Portfolio Trader supports the day-to-day implementation and maintenance of client investment portfolios. This role executes routine money market and fixed income trades, monitors cash and account activity, and helps complete scheduled and as-needed rebalancing. Working closely with the investment, advisory, and operations teams, the Portfolio Trader reviews account exceptions, maintains accurate trading records and workflows, and follows through on issues so portfolios remain aligned with client needs and firm guidelines.

KEY RESPONSIBILITIES

• Money Market Trading & Cash Management – Execute routine money market trades, monitor cash balances, and assist with maintaining appropriate cash levels across accounts.
• Fixed Income Tracking & Trading – Track existing fixed income positions, monitor maturities and other activity, and assist with routine fixed income trading and implementation.
• Rebalancing Support – Assist with quarterly and non-quarterly rebalancing by executing trades, monitoring completion, and identifying any exceptions or accounts requiring additional attention.
• Daily CRM / Trading Workflow Management – Manage daily trading-related tasks and requests in our CRM system, keep workflows moving, and ensure items are followed up on and completed.
• Account Audits & Maintenance – Perform routine account audits, including reviewing excess/deficient cash, Eclipse maintenance, tolerance issues, and other trading-related items.

SKILLS & COMPETENCIES

Technical

• Working knowledge of portfolio trading, rebalancing, cash management, fixed income activity, and the trade lifecycle.
• Ability to use trading and portfolio management systems, including Eclipse, to review accounts, execute trades, and monitor exceptions.
• Proficiency with Excel and custodial platforms to analyze positions, cash balances, account activity, and trading data.
• Understanding of investment adviser compliance, trading controls, and the secure handling of client information.

Communication

• Communicates trade status, account exceptions, and follow-up needs clearly and promptly to advisors and colleagues.
• Documents trading decisions and workflow updates accurately in the CRM and other firm systems.
• Asks focused questions, listens carefully, and escalates issues when guidance or approval is needed.

Detailed and Organized

• Checks trade details, cash levels, maturities, and account restrictions carefully before taking action.
• Tracks multiple requests and deadlines while keeping daily trading workflows current and complete.
• Maintains accurate records and follows established procedures for audits, exceptions, and account maintenance.
• Prioritizes time-sensitive work without losing sight of recurring reviews and follow-up items.

Behavioral

• Exercises sound judgment and recognizes when a trade or account issue requires review.
• Takes ownership of assigned work and follows it through to resolution.
• Handles confidential client and investment information with discretion and professionalism.
• Adapts to changing market conditions, priorities, and firm procedures while maintaining accuracy.

Teamwork and Problem Solving

• Works cooperatively with portfolio managers, advisors, and operations staff to implement client portfolio decisions.
• Investigates account and trading discrepancies, identifies likely causes, and proposes practical next steps.
• Seeks feedback and shares observations that improve trading processes and service to clients.

QUALIFICATIONS & EXPERIENCE

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• One to three years of relevant investment analysis, portfolio management, trading, or wealth management experience
• Proficiency with trading platforms (Eclipse experience is a plus), portfolio management systems, performance reporting, trading, research, and custodial platforms
• Familiarity with compliance requirements and the handling of highly confidential client and investment information
• Progress toward the CFA charter is advantageous
• Clean regulatory background

CAREER OPPORTUNITY

The successful candidate is entering an ideal environment to succeed and thrive. The team at Stevens Capital Partners includes CFP professionals, a CFA charterholder, and former company CFOs and COOs. The culture is fast-paced, collaborative, achievement-oriented, and focused on company growth while providing meaningful career development for each team member.

Compensation package provides a competitive salary and bonus potential commensurate with the successful candidate’s experience and expertise. Benefits include a generous health and dental plan, plentiful paid time off and holidays, a retirement savings plan, and professional development and continuing education assistance.