Portfolio Trading Specialist — Rebalance & Trade Ops

Focus Financial Partners; Pittsburgh (Allegheny County); Hybrid; USD 70,000 - 100,000; Full time

Job summary

JFS Wealth Advisors is seeking a Portfolio Trading Specialist to support the trading team, Investment Committee, and CIO. Responsibilities include rebalancing client accounts in Tamarac, executing and reconciling trades, and preparing data-driven reports.

The role requires 3+ years in financial services, familiarity with Tamarac and other trading tools, and strong analytical and communication skills. On-site initially, transitioning to hybrid work with some travel.

Qualifications

• Bachelor’s degree in Business, Finance, or related field or equivalent education.
• 3+ years of relevant experience within financial services, preferably in the RIA industry.
• Working knowledge of asset allocation and portfolio construction.
• Experience with portfolio rebalancing software and trading platforms.
• Familiarity with Tamarac Advisor Rebalancing, Tamarac Advisor View, and Practifi CRM preferred.

Responsibilities

• Maintain Tamarac Advisor Rebalancing: client accounts, model assignments, restrictions, cash reserves; input trade orders; review security settings.
• Execute and reconcile trades across custodians: process daily trade ledgers; review discrepancies; coordinate with advisors and client service teams.
• Support the Investment Committee and CIO: provide operational support; research data; prepare presentations and reports.
• Collaborate with trading, asset management, and investment teams to ensure efficient workflows and compliance with policies; assist with special projects.

Skills

Portfolio rebalancing

Trade execution

Analytical skills

Communication

Attention to detail

Team collaboration

Education

Bachelor's degree in Finance or related field

Tools

Tamarac Advisor Rebalancing

Tamarac Advisor View

Practifi CRM

Schwab/Fidelity custodial platforms

Morningstar Advisor Suite

vCharts

Job description

JFS Wealth Advisors is seeking a Portfolio Trading Specialist to support the trading team, Investment Committee, and CIO. Responsibilities include rebalancing client accounts in Tamarac, executing and reconciling trades, and preparing data-driven reports.

The role requires 3+ years in financial services, familiarity with Tamarac and other trading tools, and strong analytical and communication skills. On-site initially, transitioning to hybrid work with some travel.