Portfolio and Trading Associate

Company

Savvy

Where

NYC Office

Level

Junior

First seen

August 6, 2026

Listed via

Ashby

What the posting says

As a Portfolio and Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure. 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…

Read more and apply on Savvy's site

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