Portfolio Trading Specialist
Pittsburghonsitemid
via Greenhouse
About this role
JFS Wealth Advisors is looking for a Portfolio Trading Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. This individual will be responsible for rebalancing client accounts within the firm’s portfolio management system, Tamarac Advisor Rebalancing, executing and reconciling trades, and supporting the firm’s investment services and asset management teams. This position is on-site for the first 90 days, followed by a schedule of three days in the office and two days remote. Primary Responsibilities: Maintain Tamarac Advisor Rebalancing Maintain client accounts, including model assignments, restrictions, and cash reserves. Prepare and input trade orders according to portfolio guidelines.…
Read the full description on Focus Financial Partners's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Pittsburgh. We weight your proximity and willingness to relocate.
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