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Portfolio Trading Strategist

St. Louis, MO

 

Portfolio Trading Strategist

St. Louis, MO

Position Summary

The Portfolio Trading Strategist works on the Portfolio Onboarding and Trading Team. The Portfolio Trading Strategist’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams.  They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Trading Strategist will conduct all daily, weekly, and monthly portfolio reviews.

This role is based in St. Louis, MO

 

Primary Responsibilities

  • Deep understanding of our investment philosophy and the investments we use.
  • Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes.
  • Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken.
  • Cash Flow Planning and Cash Management.
  • Identify opportunities to harvest losses as well as opportunities to switch to a more tax-efficient (or more preferred) investment vehicle.
  • Develops recommendations for client accounts for which we do not maintain discretion.
  • Provide superior, friendly and knowledgeable service by telephone and e-mail with financial advisors
  • Effectively prioritize work to meet trade deadlines and service level agreements
  • Other duties will be assigned as needed

Basic Qualifications

  • 2+ years of experience in financial services
  • Bachelor's degree
  • Experience working with RIAs and Independent Financial Advisors a plus.
  • Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus.
  • Strong proficiency in Microsoft Applications
  • Orion Software, Envestnet Software or Custodian website experience preferred

 

The annualized base pay range for this role is expected to be between $70,000 - $75,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

 

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

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