Portfolio Trading & Rebalancing Specialist

JFS Wealth Advisors, LLC; Hermitage (Mercer County); On-site; USD 90,000 - 130,000; Full time

Job summary

JFS Wealth Advisors, LLC is seeking a detail-oriented Investment Operations professional to maintain Tamarac Rebalancing, input trades, and reconcile settlements across custodians. You will support the Investment Committee and CIO, preparing analyses and reports as needed.

You will collaborate with colleagues across asset management and financial planning to ensure accurate models, timely workflows, and high client service standards, with occasional travel to client sites.

Qualifications

• Bachelor's degree in business, finance, or related field; equivalent education accepted.
• 3–5 years of relevant work experience with a financial services firm (RIA preferred).

Responsibilities

• Maintains Tamarac Advisor Rebalancing, including model assignments and cash reserves.
• Prepares and inputs trade orders into Tamarac according to portfolio guidelines.
• Reviews security settings and restrictions in Tamarac; runs saved searches.
• Executes and reconciles trades at multiple custodians.
• Assists and supports Investment Committee and Chief Investment Officer; researches data, prepares presentations, and generates reports.
• Contributes to team effort; promotes smooth workflow and resolves problems.

Skills

Problem Solving

Technical Skills

Client Service

Teamwork

Ethics

Professionalism

Attendance

Dependability

Education

Bachelor's degree

4+ years experience in financial services

Tools

Tamarac Rebalancing

Tamarac Advisor View

Practifi CRM

Morningstar Advisor Suite

yCharts

Schwab Custodian

Fidelity Custodian

Job description

JFS Wealth Advisors, LLC is seeking a detail-oriented Investment Operations professional to maintain Tamarac Rebalancing, input trades, and reconcile settlements across custodians. You will support the Investment Committee and CIO, preparing analyses and reports as needed.

You will collaborate with colleagues across asset management and financial planning to ensure accurate models, timely workflows, and high client service standards, with occasional travel to client sites.