Portfolio Rebalancing AnalystVSG Business Solutions LLC • Chicago, IL, United States
Portfolio Rebalancing Analyst
VSG Business Solutions LLC • Chicago, IL, United States
4 days ago
Job type
- Temporary
- Quick Apply
Job descriptionExperience in trading operations, rebalancing, overlay, or asset management Familiarity with Archer, Aladdin, or Bloomberg is a plus Strong Excel skills Finance or Accounting degree preferred
Rebalancing & Trading Consultant (Seasonal Contract)
Our Client's Model Management & Trading team is seeking a seasonal contract consultant to support year-end peak activity, including tax-loss harvesting, new accounts, cash transitions, and gifting, through early 2026 . This is a high-volume, fast-paced trading operations role managing thousands of trades across up to 1,000 accounts daily.
Key Responsibilities :
- Support daily rebalancing and trading using Archer IMS
- Monitor trade execution via Aladdin
- Run morning and midday reports, performing quality checks on tax-loss harvesting outputs
- Process client-driven workflows and account updates
- Perform drift and cash monitoring and daily reporting
Tools & Systems :
Archer IMS, BPM / BPW, Aladdin, Excel (VLOOKUP, filters, formulas)
Preferred Background :
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Portfolio Analyst • Chicago, IL, United States
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