Portfolio Trader

Focusfinancialpartners

St. Louis, MO, United States
Base: $75,000-$95,000; bonus/equity: annual cash b...
On-site
Implement investment strategy
Manage cash balances
Identify rebalancing opportunities
The Portfolio Trader is responsible for managing all portfolio/investment related activities for their respective wealth management teams, including implementing investment strategy and managing cash balances

Job Summary

  • The Portfolio Trader is responsible for managing all portfolio/investment related activities for their respective wealth management teams, including implementing investment strategy and managing cash balances.
  • Key responsibilities include identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting, as well as conducting daily, weekly, and monthly portfolio reviews.
  • The company offers a hybrid work schedule with 3 days in office and 2 days remote, and provides a comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).

Matching Summary

The Portfolio Trader is responsible for managing all portfolio/investment related activities for their respective wealth management teams, including implementing investment strategy and managing cash balances.

Salary

Base: $75,000-$95,000; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Implement investment strategy
  • Manage cash balances
  • Identify rebalancing opportunities
  • Conduct portfolio reviews
  • Provide client service

Nice-to-have

  • Work with RIAs and advisors
  • Positive, can-do attitude
  • Ownership and best customer service

Key Requirements

  • Two years of experience in financial services
  • Bachelor's degree
  • Equity and mutual fund trading experience
  • Familiarity with trading platforms
  • Proficiency in Microsoft Applications

Work Rights

Not specified

Tailored Resume

Cover Letter