[Remote] Portfolio Associate

Note: The job is a remote job and is open to candidates in USA. XYPN is an SEC registered investment advisor that provides a platform for independent, fee-only financial advisors. They are seeking a detail-oriented Portfolio Associate to join their investment team, focusing on trading operations, portfolio implementation, and investment research while supporting advisors and enhancing operational efficiency.

Responsibilities

• Execute all trade requests accurately and within established service level agreements
• Process trade instructions and system-recommended portfolio rebalances
• Review proposed trades for accuracy, submit to custodians, and monitor execution and allocations
• Confirm portfolio allocations and household setups are correct for both new and existing clients
• Respond to portfolio implementation and trading-related questions from internal teams and advisors
• Assist in PM onboarding calls with new advisors joining XYPN Sapphire, implementing portfolio transitions from prior firms
• Maintain detailed records of trading activity and processes
• Support the portfolio management team with portfolio analyses and data requests
• Prepare investment research reports on specific asset classes and model holdings
• Perform due diligence and review of advisor lead custom models
• Assist in maintaining model marketing materials and YCharts Model Marketplace Dashboards
• Contribute to internal investment content and participate in the creation of firm-level research
• Ad hoc portfolio analysis as requested by financial advisors
• Lead or contribute to process improvement and automation initiatives within the investment team
• Collaborate cross-functionally to enhance trading workflows and operational efficiency
• Support the needs of the Investment Policy Committee with data and project work

Skills

• 4-9 years experience either: placing trades at a large custodian, investment manager, RIA, of other financial services firm or performing investment research, with an asset-class specific focus
• Solid understanding of portfolio management concepts and trading processes
• You have a knack for noticing small discrepancies; you fill crucial information into forms (like account numbers!) with little to no error. You proofread your work before submitting it
• Tech-savviness and the ability to pick up new technology
• Comfort navigating trading platforms and custodian interfaces
• Experience with investment tools/systems and a process-improvement mindset
• You can work under tight deadlines without even breaking a sweat as you flex your brag-worthy time management skills
• Familiarity in self-directing your days—you can manage your projects and tasks, seek out support, and re-prioritize as needed
• Authorized to work and live in the United States
• Experience using Orion and their trading software, Eclipse
• Experience working with Charles Schwab as a custodian
• You're using AI tools in a trading capacity
• You've passed CFA level 2 or more

Benefits

• All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).
• Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
• 9 paid holidays (we offer flexible holidays!)
• 401(k) with match; you put in 6%, and we put in 4.5%.
• 12 weeks paid parental leave for the birth or adoption of a child.
• Health insurance w/ employer contribution.
• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.
• Pet insurance availability
• Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
• Employer-paid Life and AD&D insurance.
• Employer-paid Long Term Disability coverage.
• Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
• $2000/year (prorated by start date) to put towards professional development
• $250/quarter to spend on yourself specific to our core value of "Be Well Being You.”
• $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.
• A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
• Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
• Various Gym discounts
• Company-owned laptop computer provided (Apple Products).

Company Overview