Trade Desk & Portfolio Manager - Denver Tech Center, CO

Position: Trade Desk & Portfolio ManagerFirm: EA Buck Financial ServicesLocation: Denver Tech Center, COOverview: EA Buck Financial Services located in Denver Tech Center, CO is seeking a highly motivated and detail-oriented Trade Desk and Portfolio Manager to lead our trade operations and support the CIO in portfolio oversight. This individual will be based in our Denver office and play a critical role in both our private wealth management and 401(k) platform operations. The ideal candidate combines strategic thinking with operational excellence and is comfortable working in a collaborative, fast-paced environment.What you’ll do:Lead and manage the trade desk team, ensuring timely and accurate execution of all client tradesMaintain trading protocols and supervise compliance with trading policies and proceduresOversee trade execution for discretionary and non-discretionary accounts across custodians (Fidelity, Schwab, etc.)Coordinate model implementation across advisor and retirement plan platformsLiaise with operations, advisors, and client service teams to ensure efficient and accurate trade settlementsAssist the CIO in preparing for quarterly Investment Committee meetings, including data gathering, agenda building, and performance summariesTrack and report portfolio and model performance, benchmarking against indices and peer strategiesAnalyze rebalancing needs across models and coordinate execution of rebalancing tradesMonitor and evaluate investment model allocations, holdings, and drift relative to target weightsResearch and evaluate fund manager changes, tactical allocation shifts, or model enhancementsMaintain all required licensesWhat We’re Looking For:Bachelor’s degree in Finance, Economics, or related fieldCFA or progress toward designation preferred5+ years of experience in a portfolio management, trade operations, or investment analyst role within an RIA, asset manager, or similar financial services firmProficiency with portfolio management systems (e.g., Orion, Morningstar Direct, Bloomberg, Black Diamond) and trading platformsExcellent attention to detail, analytical skills, and ability to synthesize data into actionable insightsEffective communication skills and ability to collaborate with internal stakeholders and custodiansFamiliarity with both retail and retirement plan investment workflows is a plusBenefits: 401k with generous matching100% employer paid insurance (health, vision, dental)Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and morePaid holidaysPTOHours:In office: Monday-Thursday, 8am-5pm, Friday 8am-3pmPresented by Advisor Talent SolutionsAdvisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.Learn more about our approach and services at advisortalentsolutions.com