Andina Advisors
Lead Trader and Portfolio Systems Analyst
This range is provided by Andina Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $65,000.00/yr - $85,000.00/yr
Additional Compensation Types
Annual Bonus
Direct message the job poster from Andina Advisors
Lead Trader and Portfolio Systems Analyst
Logan, Utah
$65,000 to $85,000 per year plus bonus and benefits
About the Role Andina Advisors is hiring a Lead Trader and Portfolio Systems Analyst for our Logan office. This role supports the CIO and investment team by managing trading workflows, maintaining portfolio models, building operational efficiencies, and helping implement systems that support our investment process.
If you enjoy markets, trading, data, and building better systems, this position offers hands‑on experience in a collaborative environment with meaningful responsibility from day one.
Key Responsibilities
Trading and Portfolio Support
Execute daily trades under CIO direction
Maintain iRebal models and account settings
Process trade‑aways and work with Schwab to resolve issues
Support bulk cash raises and capital call preparation
Assist with structured note and T‑bill maintenance
Monitor trade alerts and help resolve discrepancies
Portfolio Systems and Analysis
Help maintain and update model portfolios
Assist with performance reviews and portfolio analytics
Support development of internal dashboards and reporting tools
Assist with quarterly investment materials
Provide data and research support for the investment team
Automation and Process Improvement
Use coding, spreadsheets, or AI tools to streamline workflows
Assist in building and improving portfolio systems
Support efforts to automate repetitive tasks and reporting
Help develop backtesting or model evaluation tools
Operational Backup
Assist with Black Diamond reporting when needed
Support billing and KPI updates as part of team redundancy
What Makes You a Good Fit
Interest in markets, trading, and portfolio management
Strong attention to detail and comfort working with data
Ability to learn systems quickly and improve processes
Clear communicator who can work independently and as part of a team
Comfortable managing multiple tasks in a structured environment
Curious mindset and desire to grow within an investment team
Preferred Experience
1 to 5 years in trading, portfolio operations, or investment analysis
Experience with Schwab trading workflows is helpful
Familiarity with iRebal or model‑based rebalancing tools
Strong Excel skills
Python or interest in learning it is a plus
Experience in an RIA or asset management environment is valued
Candidates who show strong aptitude and enthusiasm for the role are encouraged to apply even without every listed skill.
Compensation and Benefits
Salary of $65,000 to $85,000 depending on experience
Performance‑based bonus opportunity
Health insurance premium fully paid for the employee
Optional family coverage available
401(k) with employer contribution
Opportunity to work closely with the CIO and investment team
Room for growth as the firm expands its portfolio systems and strategies
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Analyst
Financial Services and Investment Management
Referrals increase your chances of interviewing at Andina Advisors by 2x
Medical insurance
Vision insurance
401(k)
Get notified about new Trader jobs in
Logan, UT .
#J-18808-Ljbffr
Base Pay Range $65,000.00/yr - $85,000.00/yr
Additional Compensation Types
Annual Bonus
Direct message the job poster from Andina Advisors
Lead Trader and Portfolio Systems Analyst
Logan, Utah
$65,000 to $85,000 per year plus bonus and benefits
About the Role Andina Advisors is hiring a Lead Trader and Portfolio Systems Analyst for our Logan office. This role supports the CIO and investment team by managing trading workflows, maintaining portfolio models, building operational efficiencies, and helping implement systems that support our investment process.
If you enjoy markets, trading, data, and building better systems, this position offers hands‑on experience in a collaborative environment with meaningful responsibility from day one.
Key Responsibilities
Trading and Portfolio Support
Execute daily trades under CIO direction
Maintain iRebal models and account settings
Process trade‑aways and work with Schwab to resolve issues
Support bulk cash raises and capital call preparation
Assist with structured note and T‑bill maintenance
Monitor trade alerts and help resolve discrepancies
Portfolio Systems and Analysis
Help maintain and update model portfolios
Assist with performance reviews and portfolio analytics
Support development of internal dashboards and reporting tools
Assist with quarterly investment materials
Provide data and research support for the investment team
Automation and Process Improvement
Use coding, spreadsheets, or AI tools to streamline workflows
Assist in building and improving portfolio systems
Support efforts to automate repetitive tasks and reporting
Help develop backtesting or model evaluation tools
Operational Backup
Assist with Black Diamond reporting when needed
Support billing and KPI updates as part of team redundancy
What Makes You a Good Fit
Interest in markets, trading, and portfolio management
Strong attention to detail and comfort working with data
Ability to learn systems quickly and improve processes
Clear communicator who can work independently and as part of a team
Comfortable managing multiple tasks in a structured environment
Curious mindset and desire to grow within an investment team
Preferred Experience
1 to 5 years in trading, portfolio operations, or investment analysis
Experience with Schwab trading workflows is helpful
Familiarity with iRebal or model‑based rebalancing tools
Strong Excel skills
Python or interest in learning it is a plus
Experience in an RIA or asset management environment is valued
Candidates who show strong aptitude and enthusiasm for the role are encouraged to apply even without every listed skill.
Compensation and Benefits
Salary of $65,000 to $85,000 depending on experience
Performance‑based bonus opportunity
Health insurance premium fully paid for the employee
Optional family coverage available
401(k) with employer contribution
Opportunity to work closely with the CIO and investment team
Room for growth as the firm expands its portfolio systems and strategies
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Analyst
Financial Services and Investment Management
Referrals increase your chances of interviewing at Andina Advisors by 2x
Medical insurance
Vision insurance
401(k)
Get notified about new Trader jobs in
Logan, UT .
#J-18808-Ljbffr