Strategic Portfolio Trader – Rebalancing & Cash Flow
Focus Partners
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Benefits offered by this job
Job summary
Focus Partners in St. Louis, MO seeks a Portfolio Trader to join the Portfolio Onboarding and Trading Team. You will manage portfolio activities, implement investment strategy, and conduct regular reviews with wealth advisory teams.
Strong coordination with RIAs and custodians is essential to optimize cash flow, rebalancing, and tax-efficient strategies. Responsibilities include setting up clients in rebalancing software, monitoring allocations, and providing proactive service via phone and
Qualifications
- 2+ years of experience in financial services required.
- Experience working with RIAs and Independent Financial Advisors a plus.
- College degree preferred.
Responsibilities
- Deep understanding of our investment philosophy and investments used.
- Set up clients in rebalancing software and update targets when allocations change.
- Run rebalancing software to identify out-of-balance portfolios and determine actions.
- Manage cash thresholds, recurring contributions and distributions.
- Provide superior service by telephone and e-mail with financial advisors.
- Prioritize work to meet trade deadlines and service level agreements.
Tools
Job description
Focus Partners in St. Louis, MO seeks a Portfolio Trader to join the Portfolio Onboarding and Trading Team. You will manage portfolio activities, implement investment strategy, and conduct regular reviews with wealth advisory teams.
Strong coordination with RIAs and custodians is essential to optimize cash flow, rebalancing, and tax-efficient strategies. Responsibilities include setting up clients in rebalancing software, monitoring allocations, and providing proactive service via phone and
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