Portfolio Trading Specialist

The role

The Portfolio Trading Specialist provides operational support to the trading team, Investment Committee, and Chief Investment Officer. This role involves rebalancing client accounts, executing and reconciling trades, and supporting investment services and asset management teams.

What you will do

• 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 and coordinate with advisors and client service teams to resolve questions
• Support the Investment Committee and Chief Investment Officer
• Research and gather investment-related data, prepare presentations, and generate reports

Required qualifications

• Bachelor’s degree in Business, Finance, or a related field, or equivalent education
• 3+ years of relevant experience within financial services
• Working knowledge of asset allocation and portfolio construction
• Experience with portfolio rebalancing software and trading platforms
• Proficiency in Microsoft Office
• Strong analytical and problem-solving skills
• Excellent communication, organizational, and time management skills
• Ability to prioritize tasks and meet daily deadlines
• Commitment to professionalism, client service, and maintaining confidentiality
• 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 have

• Experience in the 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

Benefits

• Annual incentive bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the company

JFS Wealth Advisors is part of the Focus Financial Partners’ network firm community. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.