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[Remote] Portfolio Associate

June 30, 2026

Note The job is a remote job and is open to candidates in USA. XYPN is an SEC registered investment advisor that provides a platform for independent, fee-only financial advisors. They are seeking a detail-oriented Portfolio Associate to join their investment team, focusing on trading operations, portfolio implementation, and investment research while supporting advisors and enhancing operational efficiency. Responsibilities Execute all trade requests accurately and within established service level agreements Process trade instructions and system-recommended portfolio rebalances Review proposed trades for accuracy, submit to custodians, and monitor execution and allocations Confirm portfolio allocations and household setups are correct for both new and existing clients Respond to portfolio implementation and trading-related questions from internal teams and advisors Assist in PM onboarding calls with new advisors joining XYPN Sapphire, implementing portfolio transitions from prior firms Maintain detailed records of trading activity and processes Support the portfolio management team with portfolio analyses and data requests Prepare investment research reports on specific asset classes and model holdings Perform due diligence and review of advisor lead custom models Assist in maintaining model marketing materials and YCharts Model Marketplace Dashboards Contribute to internal investment content and participate in the creation of firm-level research Ad hoc portfolio analysis as requested by financial advisors Lead or contribute to process improvement and automation initiatives within the investment team Collaborate cross-functionally to enhance trading workflows and operational efficiency Support the needs of the Investment Policy Committee with data and project work Skills 4-9 years experience either placing trades at a large custodian, investment manager, RIA, of other financial services firm or performing investment research, with an asset-class specific focus Solid 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 technology Comfort 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 Experience using Orion and their trading software, Eclipse Experience working with Charles Schwab as a custodian You're using AI tools in a trading capacity You've passed CFA level 2 or more Benefits 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 available Employer-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). Company Overview XYPN is the advisor support platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams It was founded in 2014, and is headquartered in Bozeman, Montana, USA, with a workforce of 51-200 employees. Its website is https//www.xyplanningnetwork.com.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

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4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...