Nashville, Tennessee, United States · Remote OK
$70k–$75k/yr
Company Summary The Pacific Financial Group (TPFG) is a turnkey asset management platform (TAMP) provider and pioneer in Self-Directed Brokerage Account Management for 401(k), 403(b), and 457 participants through their a…
Skills: Trade Execution, Portfolio Analytics, Account Reconciliation, Financial Market Analysis, Microsoft Excel
Nashville, Tennessee, United States • Remote OK
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The role focuses on executing trades for new accounts and rebalances while ensuring accurate account and position reconciliations. It also involves supporting portfolio management through performance analysis and the generation of daily, monthly, and quarterly reports.
Candidates need at least 2 years of experience in trading operations or portfolio analytics and advanced proficiency in Microsoft Excel. A bachelor's degree is preferred, along with a strong understanding of securities and financial markets.
Company Summary
The Pacific Financial Group (TPFG) is a turnkey asset management platform (TAMP) provider and pioneer in Self-Directed Brokerage Account Management for 401(k), 403(b), and 457 participants through their advisors, providing innovative strategies for portfolio management, including model portfolios consisting of proprietary mutual funds managed by an affiliate. In addition, TPFG provides comprehensive support, including SDBA navigation, asset management integration, and digital onboarding.
Position Summary
The Portfolio & Trading Analyst plays a critical role in supporting daily trading operations and portfolio management activities by ensuring accurate trade execution, maintaining portfolio integrity, performing analysis, and supporting key investment processes.
Working collaboratively with Portfolio Management, Trading Operations, and Client Service teams, this role contributes to efficient investment operations, including trade execution, accurate account management, and timely reporting within a dynamic and fast-paced environment.
Remote candidates are encouraged to apply; however, candidates must be able to work market-aligned hours, including a 6:00 AM PST start time.
Key Responsibilities
Trading & Operations
Portfolio Management Support
Collaboration & Reporting
Position Requirements
Preferred Experience
Education
The all in one TAMP that is the authority in Self-Directed Brokerage Account Management (SDBA).
Founded in 1984, The Pacific Financial Group, Inc. (TPFG) has established a reputation for superior trust, performance and service. As a cutting-edge wealth manager serving advisors, RIA, and B/Ds, we offer unique individualized portfolio strategies while focusing on innovative investment approaches that distinctly differentiate us from other managers in the industry. TPFG was founded on the idea that everyone should have access to quality, investment advice and a financial plan that includes all assets. From this core concept, the firm has developed a legacy of creating innovative, value-add solutions. Today we are a dynamic turn-key asset management solution that brings over three decades of traditional asset management experience together with our proprietary technology, RiskPro®, to provide products and services that empower independent financial advisors and their clients. FOR SOCIAL MEDIA GUIDELINES AND DISCLOSURES https://www.tpfg.com/social-media-guidelines-and-disclosures
Offices: 900 20th Ave S, Suite 500, Nashville, Tennessee 37212, US · Nashville, TN 37212, US
The all in one TAMP that is the authority in Self-Directed Brokerage Account Management (SDBA).
Founded in 1984, The Pacific Financial Group, Inc. (TPFG) has established a reputation for superior trust, performance and service. As a cutting-edge wealth manager serving advisors, RIA, and B/Ds, we offer unique individualized portfolio strategies while focusing on innovative investment approaches that distinctly differentiate us from other managers in the industry. TPFG was founded on the idea that everyone should have access to quality, investment advice and a financial plan that includes all assets. From this core concept, the firm has developed a legacy of creating innovative, value-add solutions. Today we are a dynamic turn-key asset management solution that brings over three decades of traditional asset management experience together with our proprietary technology, RiskPro®, to provide products and services that empower independent financial advisors and their clients. FOR SOCIAL MEDIA GUIDELINES AND DISCLOSURES https://www.tpfg.com/social-media-guidelines-and-disclosures
Offices: 900 20th Ave S, Suite 500, Nashville, Tennessee 37212, US · Nashville, TN 37212, US
