Investment Operations and Trading Associate - New York - Savvy Wealth

    Savvy Wealth
    Savvy Wealth New York

    1 day ago

    Description

    Investment Operations & Trading Associate

    Savvy Wealth Management is changing the way financial advisors work with technology-enabled solutions.

    • The company has raised over $105M from top-tier investors and established strong product-market fit in providing modern platforms for financial advisors.

    This role focuses on enhancing and scaling Savvy's centralized trading infrastructure through daily portfolio management activities such as cash reviews and drift analysis.


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