Investment Operations & Trading Associate

As an Investment Operations & Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure. This role is purely focused on investment operations (not management). You’ll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy’s SWIM (Savvy Wealth Investment Management) platform. You’ll also execute advisor-submitted investment tasks in line with daily SLAs, ensuring timely, accurate completion. This is a hands-on role where you will be expected to manage portfolios on behalf of advisors with discretion, adapt to startup-style workflows (limited documentation, figure-it-out mindset), and continuously improve our processes. Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting. Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians. Implement new accounts into SWIM and execute rebalances for advisors. Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency.