Equity Trader & Portfolio Manager Assistant

Los Angeles, California
Depends on experience
01 Jun 2021
01 Jul 2021
Industry Sector
Asset Management
Employment Type
Full Time


  • Work with Head Trader to provide oversight and direction for over $5 Billion AUM of accounts by trading across various trading platforms while working with a team of Portfolio Managers to execute equity and mutual fund trades.
  • Process account cash flows and execute block trades in several equity strategies.
  • Responsible for management and model delivery execution of multiple UMA relationships with a total AUM of approximately $800 million. 
  • Assist Portfolio Managers with ad-hoc reports, client requests and review of daily cash flow activity.


  • 2-3 years of experience in a trading environment preferred. Advent Moxy experience a plus.
  • 4-year college degree and related industry experience required.
  • Detail-oriented and able to work well under pressure in a team environment.
  • Strong computer skills possess and excellent written and oral communications.
  • Possess analytical and problem-solving skills.

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