Portfolio Trading Specialist

Network Firms•Pittsburgh, PA

6h•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 is responsible for rebalancing client accounts in Tamarac Advisor Rebalancing, executing and reconciling trades, and supporting the firm’s investment services and asset management teams. The position is on-site for the first 90 days, followed by a schedule of three days in the office and two days remote. The specialist will maintain client account information and trading settings, prepare and process trade orders, monitor searches and security restrictions, and work across multiple custodians to reconcile trades. The role also provides operational, administrative, research, presentation, and reporting support to investment leadership and collaborates with teams across trading, asset management, financial planning, and investments. The position is exempt. Base pay varies based on factors including experience, expertise, work location, and skills. Additional compensation may include an annual incentive bonus and benefits. The job title may change based on the selected candidate’s experience and education. JFS Wealth Advisors is an independently operated firm in the Focus Financial Partners network. The firm began in 1986 and has grown to nearly 100 professionals and nine office locations, serving clients in more than 40 states.

Requirements

Bachelor’s degree in Business, Finance, or a related field, or equivalent education.
At least 3 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.
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; stand, walk, and perform routine office tasks; and lift up to 10 pounds as needed.

Nice To Haves

Experience in the registered investment adviser (RIA) industry.
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.
Collaborate 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.