Portfolio Trading Specialist

focusfinancialpartners; Pittsburgh (Allegheny County); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

JFS Wealth Advisors is seeking a Portfolio Trading Specialist to support the trading team, Investment Committee, and Chief Investment Officer. You will rebalance client accounts, execute and reconcile trades, and assist with data gathering and reporting.

The role is hybrid for 90 days, then three days in the office and two days remote, with potential overtime and travel to client locations. Strong knowledge of Tamarac and trading platforms is required.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field, or equivalent education.
• 3+ years of relevant experience within financial services, preferably in the RIA industry. Recent college graduates may also be considered if their education and experience align with the position.
• Working knowledge of asset allocation and portfolio construction.
• Experience with portfolio rebalancing software and trading platforms.
• Experience with Tamarac Advisor Rebalancing, Tamarac Advisor View, and Practifi CRM preferred.
• Familiarity with Schwab and Fidelity custodial platforms preferred.
• Experience with Morningstar Advisor Suite and/or vCharts preferred.
• Industry designations or licenses are a plus.
• Proficiency in Microsoft Office and ability to learn new investment-related software.
• Strong analytical and problem-solving skills, including the ability to identify tax and investment-related issues within portfolios.
• Excellent communication, organizational, and time management skills, with strong attention to detail.
• Ability to prioritize tasks, meet daily deadlines, and work effectively in a team-oriented environment.
• Commitment to professionalism, client service, and maintaining confidentiality of sensitive financial information.
• Ability to work occasional overtime and travel to client locations as needed.

Responsibilities

• Maintain Tamarac Advisor Rebalancing.
• Maintain client accounts, including model assignments, restrictions, and cash reserves.
• Prepare and input trade orders according to portfolio guidelines.
• Regularly review security settings and restrictions.
• Run and monitor saved searches within Tamarac.
• Execute and reconcile trades across multiple custodians.
• Accurately process daily trade ledgers to custodians.
• Review trades, identify discrepancies or items requiring additional review, and coordinate with advisors and client service teams to resolve questions.
• Support the Investment Committee and Chief Investment Officer.
• Provide operational and administrative support as needed.
• Research and gather investment-related data, prepare presentations, and generate reports.
• Collaborate with internal teams.
• Work closely with trading, asset management, financial planning, and investment teams to ensure efficient workflows and resolve operational issues.
• Maintain knowledge of the firm’s compliance and operational policies and procedures.
• Assist with process improvements and special projects as assigned.

Skills

Asset allocation

Portfolio construction

Trading platforms

Tamarac Rebalancing

Tamarac View

Practifi CRM

Microsoft Office

Analytical skills

Communication skills

Time management

Team collaboration

Education

Bachelor's degree in Finance/Business

Equivalent education accepted

Tools

Tamarac Advisor Rebalancing

Tamarac Advisor View

Practifi CRM

Schwab custodial platform

Fidelity custodial platform

Morningstar Advisor Suite

vCharts

Job description

JFS Wealth Advisors is looking for a Portfolio Trading Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. This individual will be responsible for rebalancing client accounts within the firm’s portfolio management system, Tamarac Advisor Rebalancing, executing and reconciling trades, and supporting the firm’s investment services and asset management teams.

This position is hybrid for the first 90 days, followed by a schedule of three days in the office and two days remote.

Primary Responsibilities:

• Maintain Tamarac Advisor Rebalancing
• Maintain client accounts, including model assignments, restrictions, and cash reserves.
• Prepare and input trade orders according to portfolio guidelines.
• Regularly review security settings and restrictions.
• Run and monitor saved searches within Tamarac.
• Execute and reconcile trades across multiple custodians
• Accurately process daily trade ledgers to custodians.
• Review trades, identify discrepancies or items requiring additional review, and coordinate with advisors and client service teams to resolve questions.
• Support the Investment Committee and Chief Investment Officer
• Provide operational and administrative support as needed.
• Research and gather investment-related data, prepare presentations, and generate reports.
• Collaborate with internal teams
• Work closely with trading, asset management, financial planning, and investment teams to ensure efficient workflows and resolve operational issues.
• Maintain knowledge of the firm’s compliance and operational policies and procedures.
• Assist with process improvements and special projects as assigned.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field, or equivalent education.
• 3+ years of relevant experience within financial services, preferably in the RIA industry. Recent college graduates may also be considered if their education and experience align with the position.
• Working knowledge of asset allocation and portfolio construction.
• Experience with portfolio rebalancing software and trading platforms.
• Experience with Tamarac Advisor Rebalancing, Tamarac Advisor View, and Practifi CRM preferred.
• Familiarity with Schwab and Fidelity custodial platforms preferred.
• Experience with Morningstar Advisor Suite and/or vCharts preferred.
• Industry designations or licenses are a plus.
• Proficiency in Microsoft Office and ability to learn new investment-related software.
• Strong analytical and problem-solving skills, including the ability to identify tax and investment-related issues within portfolios.
• Excellent communication, organizational, and time management skills, with strong attention to detail.
• Ability to prioritize tasks, meet daily deadlines, and work effectively in a team-oriented environment.
• Commitment to professionalism, client service, and maintaining confidentiality of sensitive financial information.
• Ability to work occasional overtime and travel to client locations as needed.

Physical Requirements

• Ability to sit at a desk and work on a computer for prolonged periods.
• Ability to stand, walk, and perform routine office tasks.
• Ability to lift up to 10 pounds as needed.

This position is an exempt position. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual incentive bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

JFS Wealth Advisors is part of the Focus Financial Partners’ network firm community. As part of the partnership, JFS Wealth Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orien