Portfolio Trading Specialist — Hybrid, Trade Ops & Support

Network Firms; Pittsburgh (Allegheny County); Hybrid; USD 70,000 - 110,000; Full time

Job summary

JFS Wealth Advisors seeks a Portfolio Trading Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. Responsibilities include rebalancing client accounts in Tamarac, executing and reconciling trades, and supporting asset management with data and reporting.

The role includes hybrid work for the first 90 days, then three days in the office and two days remote, with strong emphasis on accuracy and teamwork within a growing wealth advisory

Qualifications

• Bachelor’s degree in Business, Finance, or related field or equivalent education.
• 3+ years in financial services, preferably in the RIA industry.
• Experience with asset allocation and portfolio construction.

Responsibilities

• Maintain Tamarac Advisor Rebalancing and model assignments.
• Input and reconcile trade orders; monitor security settings and restrictions.
• Execute and reconcile trades across multiple custodians; daily trade ledger processing.
• Support Investment Committee and Chief Investment Officer; prepare presentations and reports.
• Collaborate with trading, asset management, financial planning and investment teams to streamline workflows.
• Maintain compliance and operational policy knowledge; assist with process improvements.

Skills

Trading systems

Portfolio rebalancing

Analytical skills

Microsoft Office

Attention to detail

Communication

Team collaboration

Education

Bachelor's degree in Business/Finance

Equivalent education

Tools

Tamarac Advisor Rebalancing

Tamarac Advisor View

Practifi CRM

Schwab custodial platforms

Fidelity custodial platforms

Morningstar Advisor Suite/vCharts

Job description

JFS Wealth Advisors seeks a Portfolio Trading Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. Responsibilities include rebalancing client accounts in Tamarac, executing and reconciling trades, and supporting asset management with data and reporting.

The role includes hybrid work for the first 90 days, then three days in the office and two days remote, with strong emphasis on accuracy and teamwork within a growing wealth advisory