Portfolio Trading Specialist

Focus Financial Partners • Pittsburgh, PA

5h • Hybrid

About The Position

JFS Wealth Advisors is seeking a Portfolio Trading Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. The role rebalances client accounts in Tamarac Advisor Rebalancing, executes and reconciles trades, and supports the firm’s investment services and asset management teams. The position is on-site for the first 90 days, then follows a schedule of three days in the office and two days remote.

The specialist maintains account and trading settings, prepares and inputs orders according to portfolio guidelines, processes daily trade ledgers, and coordinates with advisors and client service teams to resolve trade discrepancies. The role also supports investment leadership with research, presentations, reports, and administrative tasks, and works with internal teams to improve workflows and address operational issues.

This is an exempt position. Base pay varies based on factors such as experience, expertise, work location, and skills. Total compensation may include an annual incentive bonus and benefits such as medical, dental, vision, life insurance, and a 401(k). 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.
• At least 3 years of relevant experience within financial services; 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.
• Proficiency in Microsoft Office and ability to learn new investment-related software.
• Strong analytical and problem-solving skills, including 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.
• 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.

Nice To Haves

• 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 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.
• 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 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.

Benefits

• Comprehensive benefits package may include medical, dental, vision, and life insurance.
• 401(k).
• Annual incentive bonus may be offered as part of total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level