Portfolio and Trading Associate
Savvy WealthWealth Management company
New York, United StatesMid
Thrive Capital
Index Ventures
Alumni Ventures
Canvas Ventures
Brewer Lane Ventures
The House Fund
Operations & Strategy
About the role
TL;DR
Execute daily trading and portfolio management tasks for wealth management clients.
Nice-to-have skills
PythonJavaScriptSQLExcelAnthropic API
Domain expertise
fintech
Benefits & perks
Competitive salary and equity package, Unlimited PTO + paid company holidays, Access to holistic medical, dental, and vision plans, Company 401(k), Commuter, and HSA/FSA plans, NYC office in the heart of Manhattan, Lunch and snacks provided in the office, Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care, Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Tech stack
PythonJavaScriptSQLExcelAnthropic API