Portfolio Manager

Apex

Hybrid

Quick summary

Work type
Hybrid
Location
Bridgewater, NJ
Posted
31 days ago

Market check

Salary context

How this pay compares to similar roles

Similar $174k
$128k most similar roles pay here $219k

This listing doesn't post a salary. Most similar roles pay $136,875–$210,583.

Based on 239 similar postings.

Employer

About Apex

Apex Fintech Solutions provides brokerage infrastructure and clearing services to financial services companies, enabling them to deliver investing, trading, and retirement solutions to their customers. Industry: Financial Technology & Brokerage Infrastructure

Apex currently has 36 open roles on FindRole.

Listed pay typically runs $134,400–$168,000 across 9 roles with salary data.

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At a glance

TL;DR · Portfolio Manager

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The Portfolio Manager role at AIM involves executing daily portfolio management and trading activities under the supervision of the Director, Head of RIA Portfolio Management. This position requires managing client trading sessions, reviewing algorithmic trade proposals, ensuring compliance with securities regulations, and monitoring trade execution quality using Apex's proprietary rebalancing and direct indexing technology. The ideal candidate will have 2+ years of experience in portfolio management and possess strong skills in Python or SQL for data analysis and automation. As AIM scales from managing millions to billions in assets across multiple RIA clients, the Portfolio Manager will play a crucial role in establishing best practices for operational excellence within a regulated fintech environment.

Skills

Python SQL Apex Basket Trading Application CI/CD Kubernetes AWS RIA Portfolio Management Direct Indexing Technology Rebalancing Configurations Trade Execution Quality Fill Rates Compliance Checks Audit Trail Documentation End-of-Day Reconciliation Daily Reporting Regulatory Requirements

What you'll do

  • Execute daily trading workflow from pre-market preparation to end-of-day reconciliation.
  • Process separate trading sessions for each RIA client, maintaining strict segregation.
  • Review algorithmic trade recommendations for accuracy and alignment with client strategies.
  • Monitor trade execution quality throughout the day via Apex Basket Trading Application.
  • Maintain detailed records of session activities, trade decisions, and execution details.

What we're looking for

  • 2+ years of experience in portfolio management or related field
  • Expertise in executing daily trading cycles and managing client sessions
  • Proficiency in using proprietary rebalancing and direct indexing technologies
  • Strong analytical skills for reviewing algorithmic trade proposals
  • Ability to monitor trade execution quality and handle exceptions effectively
  • Knowledge of securities regulations and compliance verification processes
  • Experience with end-of-day reconciliation and report generation

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