Portfolio Trading Specialist

Jfs-Wealth-Advisors; Hermitage (Mercer County); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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).

Responsabilidades

• 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.

Conocimientos

Problem Solving

Technical Skills

Client Service

Teamwork

Ethics

Professionalism

Attendance

Dependability

Educación

Bachelor's degree

4+ years experience in financial services

Herramientas

Tamarac Rebalancing

Tamarac Advisor View

Practifi CRM

Morningstar Advisor Suite

yCharts

Schwab Custodian

Fidelity Custodian

Descripción del empleo

Key Responsibilities:

1. Maintains Tamarac Advisor Rebalancing.

• Maintains client accounts within Tamarac Advisor Rebalancing®, including model assignments, restrictions, cash reserves, etc.
• Prepares and inputs trade orders into Tamarac according to portfolio guidelines
• Reviews security settings and restrictions in Tamarac on a regular basis
• Runs and monitor saved searches in Tamarac

2. Executes and reconciles trades at multiple custodians.

• Accurately and timely processes daily trade ledgers to custodians
• Reviews trades and identifies any that needs further review, and subsequently interacts with advisors and client service teams around those or any other questions

3. Assist and support investment committee.

• Assists and supports the Investment Committee and Chief Investment Officer as needed
• Research and gather data, prepare presentations, and generate reports

4. Contributes to team effort.

• Interacts with immediate colleagues, Investment Committee, and asset management and financial planning groups to promote smooth workflow, identify and resolve problems, advance the firm’s image and accomplish results which support the mission of JFS Wealth Advisors

Required Skills and Abilities

To be successful, an individual should demonstrate these competencies:

• Problem Solving – Solves problems efficiently and analyze information to develop solutions independently or with teams.
• Technical Skills - Assesses own strengths and weaknesses, pursues professional development opportunities, continuously build knowledge and skills, and shares expertise with others.
• Client Service – Handles challenging situations, respond promptly to client needs, seek feedback, and ensure follow-through.
• Teamwork - Balances responsibilities, value input, and build positive relationships to reach team goals.
• Ethics - Treats people with respect, keep commitments, act ethically, and uphold organizational values.
• Professionalism - Approaches others tactfully, reacts well under pressure, respects all, accepts responsibility, and maintains confidentiality regarding client names, financial information and all other matters.
• Attendance/Punctuality – Be consistently present and punctual, ensure responsibilities are covered, and attend appointments on time.
• Dependability – Takes responsibility for actions, work extra hours when needed, and complete tasks or communicate alternate plans.

Education and Experience

• Bachelor's degree (B. A.) from four-year college or university in business, finance, or a related field, or equivalent amount of education.
• 3-5 years of relevant work experience with financial services firm (preferably RIA industry). Recent college graduates may be considered if degree and college experience set is aligned with job requirement.

What We’re Looking For

To be successful, an individual must be able to perform each essential job function. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Working knowledge of asset allocation and portfolio construction.
• Prior experience with rebalancing software and trading platforms.
• Demonstrated computer proficiency with basic applications, including Microsoft Office, and proven ability to learn other software and technology. Prior experience with investment related software a plus.
• Ability to work comfortably and effectively against daily deadlines. Ability to prioritize tasks.
• Strong oral/written communication skills.
• Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
• Strong analytical skills, including the ability to identify tax and investment-related issues in portfolios.
• Dedication to working in a team-based environment.
• The employee must maintain complete confidentiality regarding client names, financial information and all other matters. The position requires occasional overtime. Occasionally works at client locations which require the use of the incumbent’s own vehicle.
• Industry designations or licenses.
• Experience with custodian platforms of Schwab and Fidelity.
• Prior experience with Tamarac Advisor Rebalancing®, Tamarac Advisor View®, and Practifi CRM ®.
• Prior experience with Morningstar Advisor Suite and/or yCharts.