Portfolio Associate in Bozeman, Montana at XY Planning Network

About XYPN

XYPN Sapphire is an SEC registered investment advisor offering a comprehensive platform for independent, fee-only financial advisors. We offer two services, a TAMP and Corporate RIA. The TAMP offering is for advisors who keep their own state- or SEC-registered investment advisory practices and outsource the trading and back office operations. The Corporate RIA offers a completely different model for members to operate their firms under, freeing them of compliance, investment, and other burdens of running their firms independently.

About the role

We are seeking a detail-oriented and intellectually curious Portfolio Associate to join our growing investment team. This role is designed for an investment professional interested in developing toward portfolio management responsibilities while gaining hands-on experience across trading, portfolio implementation, investment research, and advisor support.

As a Portfolio Associate, you will be responsible for executing trades and portfolio changes for a group of advisors while supporting investment research, due diligence, and portfolio analysis efforts. You'll play an important role in helping ensure portfolios are implemented accurately and efficiently, while developing a deep understanding of portfolio management through direct involvement in both investment decision-making and execution.

You'll also serve as a knowledgeable resource for advisors on portfolio implementation, investment models, and platform offerings, and contribute to strategic initiatives that improve the efficiency and scalability of our investment platform.

This role is ideal for someone who enjoys analytical thinking, values precision and accuracy, and is excited to build investment, trading, and advisor-facing skills.

Where We Hire: We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT, WA and WI

What you'll be doing

Trading Operations

Execute all trade requests accurately and within established service level agreementsProcess trade instructions and system-recommended portfolio rebalancesReview proposed trades for accuracy, submit to custodians, and monitor execution and allocationsConfirm portfolio allocations and household setups are correct for both new and existing clientsRespond to portfolio implementation and trading-related questions from internal teams and advisorsAssist in PM onboarding calls with new advisors joining XYPN Sapphire, implementing portfolio transitions from prior firms. Maintain detailed records of trading activity and processes

Portfolio & Economic Research

Support the portfolio management team with portfolio analyses and data requestsPrepare investment research reports on specific asset classes and model holdingsPerform due diligence and review of advisor lead custom modelsAssist in maintaining model marketing materials and YCharts Model Marketplace DashboardsContribute to internal investment content and participate in the creation of firm-level researchAd hoc portfolio analysis as requested by financial advisors

Strategic Projects & Automation

Lead or contribute to process improvement and automation initiatives within the investment teamCollaborate cross-functionally to enhance trading workflows and operational efficiencySupport the needs of the Investment Policy Committee with data and project work

The Deets:

Start Date: Immediately

Status: Full-time (40-45 hours per week with flexible schedule)

Location: Remote and/or Bozeman, MT

Overtime Status: Non-exempt (i.e., overtime eligible)

Team: XYPN Sapphire

Reports To: Director of Investment Services

Direct reports: None

Travel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events

What you'll bring to the table:

(If you think, “I only meet 80% of these qualifications,” still apply!)

4-9 years experience either:placing trades at a large custodian, investment manager, RIA, of other financial services firmperforming investment research, with an asset-class specific focusSolid understanding of portfolio management concepts and trading processes.You have a knack for noticing small discrepancies; you fill crucial information into forms (like account numbers!) with little to no error. You proofread your work before submitting it.Tech-savviness and the ability to pick up new technologyComfort navigating trading platforms and custodian interfaces. Experience with investment tools/systems and a process-improvement mindset.You can work under tight deadlines without even breaking a sweat as you flex your brag-worthy time management skills. Familiarity in self-directing your days—you can manage your projects and tasks, seek out support, and re-prioritize as needed.Authorized to work and live in the United States

What would make us drool:

Experience using Orion and their trading software, Eclipse.Experience working with Charles Schwab as a custodian.You’re using AI tools in a trading capacityYou’ve passed CFA level 2 or more

XYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants

Compensation & Benefits:

$68,000 - $92,000 Annually All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)9 paid holidays (we offer flexible holidays!)401(k) with match; you put in 6%, and we put in 4.5%.12 weeks paid parental leave for the birth or adoption of a child.Health insurance w/ employer contribution.Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.Pet insurance availability Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts availableEmployer-paid Life and AD&D insurance.Employer-paid Long Term Disability coverage.Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.$2000/year (prorated by start date) to put towards professional development$250/quarter to spend on yourself specific to our core value of "Be Well Being You.”$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)Various Gym discounts Company-owned laptop computer provided (Apple Products).

XYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.