Portfolio Management & Trade Operations Specialist

Focus Financial Partners; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

JFS Wealth Advisors is seeking a Portfolio Management Specialist to provide operational support to the trading team, Investment Committee, and CIO. You’ll rebalance client accounts, execute trades, and reconcile across custodians.

Hybrid first 90 days, then three days in office and two remote. Qualifications include a finance degree and 3+ years in financial services; Tamarac and CRM software experience preferred.

Qualifications

• Bachelor’s degree in Business, Finance, or related field or equivalent.
• 3+ years of experience in financial services, preferably in the RIA space.
• Knowledge of asset allocation and portfolio construction.
• Experience with Tamarac and trading platforms preferred.
• Familiarity with Morningstar and vCharts is a plus.
• Proficiency in MS Office and willingness to learn new software.

Responsibilities

• Maintain Tamarac Advisor Rebalancing and client models.
• Input and manage trade orders per portfolio guidelines.
• Execute and reconcile trades across custodians.
• Review security settings and restrictions for compliance.
• Run saved searches and monitor portfolio activity.
• Support Investment Committee and CIO with data and reports.
• Collaborate with trading, asset management, and planning teams.
• Ensure documentation and policy compliance.
• Participate in process improvements and special projects.

Skills

Portfolio rebalancing

Analytical skills

Problem solving

Communication

Time management

Team collaboration

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Tamarac Advisor Rebalancing

Tamarac Advisor View

Practifi CRM

Morningstar Advisor Suite

Excel

Schwab/Fidelity custodial platforms

Job description

JFS Wealth Advisors is seeking a Portfolio Management Specialist to provide operational support to the trading team, Investment Committee, and CIO. You’ll rebalance client accounts, execute trades, and reconcile across custodians.

Hybrid first 90 days, then three days in office and two remote. Qualifications include a finance degree and 3+ years in financial services; Tamarac and CRM software experience preferred.