# Portfolio and Trading Associate at Savvy

- Company: Savvy
- What the company does: Backed by Techstars.
- Type: Startups
- Level: Associate
- Location: NYC Office
- Work setup: Remote
- Pay: $120K to $140K base salary per year (USD)
- Posted: 2026-10-15
- Apply by: 2026-11-29
- Apply: https://jobs.ashbyhq.com/savvy/694cb8df-f0ea-4ab5-9523-b6960551c727?utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/savvy-portfolio-and-trading-associate/

## About the role

As a Portfolio and Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure. You’ll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy’s SWIM (Savvy Wealth Investment Management) platform. Found on 1752vc Careers, the job board for startup and VC roles.

## What they're looking for

- 2+ years of relevant experience in wealth management, trading, or investment operations
- 2+ years of experience trading client portfolios using portfolio management and trading software
- Strong understanding of the wealth management industry and experience collaborating with advisors
- Proven ability to take ownership of tasks and execute with efficiency and accuracy
- Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity
- Current Series 65 license or willingness to obtain within 2 months

Tags: Operations

Source: 1752vc Careers, https://www.1752.vc/careers/jobs/savvy-portfolio-and-trading-associate/