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Hightower · 3 weeks ago

Portfolio Trading Analyst

200 W Madison St, Chicago, IL 60606, USA

Full-time

Hybrid

Entry, Mid Level

$90K/yr - $100K/yr

2+ years exp

Hightower is a wealth management firm that provides investment and financial planning services. The Portfolio Trading Analyst will prioritize and execute daily trades to optimize client portfolios while minimizing market and tax impacts.

FurnitureManufacturingRetailWholesale

Growth Opportunities

No H1B

U.S. Citizen Only

Responsibilities

Prioritize and sequence daily trades generated by run groups within the trading platform to ensure timely review and execution of proposed trades on client portfolios

Execute overlay actions (tracking error reductions, exposure adjustments, cash overlays, tax‑aware trades) using the platform’s optimization tools

Translate client investment policies into enforceable overlay rules and maintain those rule sets in the platform

Validate optimizer-proposed trades for alignment with the proposal objective and investment objective on the client’s account

Manage cash and settlement timing across aggregated accounts to avoid unintended cash shortfalls or excesses and optimize short‑term liquidity

Perform daily reconciliations and exception management: trade blotters, start of day account reconciliations, failed/partial files, and documented remediation steps

Produce compliance‑ready reporting and audit trails for overlay actions, including performance attribution and tax impact summaries

Maintain and test automation workflows and runbooks for overlay rules, change controls, and release management in the platform

Coordinate with stakeholders — including portfolio managers, advisors, compliance, and/or the platform’s vendor — to resolve exceptions or issues when optimizing client portfolios

Improve execution and run group logic: batching, crossing, smart routing, and tax‑lot sequencing to enhance efficiency and reduce operational risk

Qualification

Trading operations experienceOMS/EMS platformsPortfolio optimizationAdvanced ExcelSQL skillsStakeholder managementAttention to detailCommunication skillsProblem solving

Required

2-5 years in trading operations, portfolio operations, execution, or overlay/centralized portfolio management

Hands‑on experience with OMS/EMS, TAMP platforms, portfolio optimizers and trade blotter workflows; ability to configure run group rules and maintain runbooks

Practical understanding of trade lifecycle, settlement mechanics, cash management, and tax‑lot accounting

Bachelor's degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field; advanced degrees are a plus

Advanced Excel (pivot tables, advanced formulas)

Attention to detail, clear written and verbal communication, and experience coordinating with portfolio managers, advisors, compliance, and custodians

Problem solving under time pressure and disciplined escalation judgment

Communication and stakeholder management skills, with the ability to influence business and technology teams