Portfolio Trading & Operations Specialist

Network Firms; Pittsburgh (Allegheny County); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

401(k)

Annual incentive bonus

Job summary

JFS Wealth Advisors is seeking a Portfolio Management Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. You will rebalance client accounts in Tamarac Advisor Rebalancing, execute and reconcile trades, and support the firm’s investment services and asset management teams.

This hybrid role starts with 90 days in a hybrid schedule, then moves to three days in the office and two days remote.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 3+ years of relevant experience in financial services, preferably RIA.
• Working knowledge of asset allocation and portfolio construction.
• Experience with portfolio rebalancing software and trading platforms preferred.
• Familiarity with Schwab/Fidelity custodial platforms preferred.

Responsibilities

• Maintain Tamarac Advisor Rebalancing.
• Maintain client accounts, model assignments, restrictions, cash reserves.
• Prepare and input trade orders per portfolio guidelines.
• Review security settings and restrictions.
• Run and monitor saved Tamarac searches.
• Execute and reconcile trades across custodians.
• Process daily trade ledgers to custodians.
• Support Investment Committee and CIO; provide operational support.
• Research and gather investment data, prepare presentations and reports.
• Collaborate with trading, asset management, and financial planning teams.

Skills

Portfolio rebalancing

Financial analysis

Attention to detail

Communication

Teamwork

Time management

Education

Bachelor's degree in Business/Finance

3+ years experience in financial services

RIA industry experience

Tools

Tamarac Rebalancing

Tamarac Advisor View

Practifi CRM

Schwab custodial

Fidelity custodial

Morningstar Advisor Suite

vCharts

Job description

JFS Wealth Advisors is seeking a Portfolio Management Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. You will rebalance client accounts in Tamarac Advisor Rebalancing, execute and reconcile trades, and support the firm’s investment services and asset management teams.

This hybrid role starts with 90 days in a hybrid schedule, then moves to three days in the office and two days remote.