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 ch...
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