Posted 4h ago• Pittsburgh, PA
Portfolio Trading Specialist
MiddleOn-site (Pittsburgh)Salary undisclosed
Job Description
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 hybrid 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.</
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