Senior Portfolio Manager

Job Title : Rebalancing and Trading Consultant

Pay range : $85 – 92 / hr.

Duration : 4 months

Location : Chicago, IL

Hybrid

Job Summary :

The successful candidate for the Rebalancing and Trading Consultant position will be a motivated, detail orientated individual who strives for efficiency and impeccable work within trading operations. S / he will be responsible for piloting our order generation, portfolio accounting, and client workflow tools to rebalance portfolios within portfolio manager and client guidelines. This includes completing client requests, ensuring timely execution of portfolio manager directed model changes, and daily tracking of account activity compared to model subscription. S / he will uphold meticulous daily trade operations in several respects, including : portfolio servicing and onboarding, portfolio drift analysis, compliance, accounting and reconciliation, data integrity, internal and external model managers, technology and support. Additional responsibilities include partnering with other departments to resolve exceptions and build operational scale. The successful candidate will also have a strong understanding of investment products, trade life cycle, and investment operations.

Primary Duties And Responsibilities :

• Primary function - Daily rebalancing of portfolios to account for Tax Loss Harvesting requests
• Can also participate in daily rebalancing of portfolios via model updates, cash flows and investment objective changes
• Perform daily portfolio drift analysis and trade executions
• Ensure compliance and adherence to appropriate procedural documentation
• Has technical skills and systems knowledge with an aptitude to quickly learn new trading applications
• Highly thorough when carrying out complex activities with significant financial, client, and / or internal business impact .

Necessary Knowledge And Skills :

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.