Institutional Equity Trading and Portfolio Implementation jobs in United States
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EARNEST Partners · 22 hours ago

Institutional Equity Trading and Portfolio Implementation

EARNEST Partners is an award-winning, employee-owned asset management firm headquartered in Atlanta. The role involves driving trade execution and portfolio implementation, focusing on deploying client capital in global stock markets and collaborating with various teams to enhance trading functions.

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H1B Sponsor Likelynote

Responsibilities

Deploy client capital in global stock markets by generating trades for separate account clients, private funds, mutual funds and ETFs
Monitor execution quality and trading performance, including adherence to strategy, timeliness, transaction costs, best execution standards, and broker effectiveness
Manage portfolio implementation activities related to new account funding, rebalancing, tax harvesting, withdrawals, and liquidations for both Institutional SMAs and UMAs
Collaborate with portfolio managers, operations and compliance teams to coordinate trade flows, facilitate trade settlement and reporting, and resolve issues
Instigate and execute process improvement initiatives that enhance our trading function and the firm

Qualification

Analytical skillsOrganizational skillsAdvanced ExcelPythonBloomberg AIMContinuous improvement mindsetCommunication skillsTeam-oriented

Required

Strong analytical and organizational skills with a high attention to detail
Curiosity and enthusiasm for financial markets and asset management
Ability to thrive in a fast-paced, deadline-driven environment
Excellent written and verbal communication skills
Team-oriented focus with a desire to contribute and learn
A mindset focused on continuous improvement and operational excellence

Preferred

Bachelor's degree (Finance, Accounting, Economics, Math, or related field preferred but not required)
Advanced Excel skills (pivot tables, formulas, VBA/macros)
Experience or interest in using tools like Python, Power Query, or AI to automate workflows
Experience with Bloomberg AIM or other order management systems

Company

EARNEST Partners

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Earnest Partners offers a range of portfolio and client management services to businesses.

H1B Sponsorship

EARNEST Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2022 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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John Whitmore
Partner & Advisor to CEO
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Carsten Fiege
Partner & Chief Operating Officer
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Company data provided by crunchbase