Copy of Portfolio Management Specialist

Focus Financial Partners•Pittsburgh, PA

5d•Hybrid

About The Position

JFS Wealth Advisors is seeking a Portfolio Management Specialist to provide operational support to its trading team, Investment Committee, and Chief Investment Officer. The specialist will manage client account rebalancing through Tamarac Advisor Rebalancing, execute and reconcile trades, and support the firm’s investment services and asset management teams. The role is hybrid for the first 90 days, then follows a schedule of three days in the office and two days remote. The position is exempt. Base pay varies according to factors such as experience, subject matter expertise, work location, and skills; total compensation may also include an annual incentive bonus and a comprehensive benefits package. The job title may change based on the selected candidate’s experience and education.

Requirements

Bachelor’s degree in Business, Finance, or a related field, or equivalent education.
Three or more years of relevant financial services experience; recent college graduates may also be considered if their education and experience align with the position.
Working knowledge of asset allocation and portfolio construction.
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.

Nice To Haves

Experience in the RIA industry.
Experience with portfolio rebalancing software and trading platforms.
Experience with Tamarac Advisor Rebalancing, Tamarac Advisor View, and Practifi CRM.
Familiarity with Schwab and Fidelity custodial platforms.
Experience with Morningstar Advisor Suite and/or vCharts.
Industry designations or licenses.

Responsibilities

Maintain Tamarac Advisor Rebalancing.
Maintain client accounts, including model assignments, restrictions, and cash reserves.
Prepare and enter trade orders in accordance with 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.
Provide operational and administrative support to the Investment Committee and Chief Investment Officer as needed.
Research and gather investment-related data, prepare presentations, and generate reports.
Work with trading, asset management, financial planning, and investment teams to support 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.