Portfolio Trader

Position Summary Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. The Portfolio Trader’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 Traders will conduct all daily, weekly, and monthly portfolio reviews. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. 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: Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions. Confirm accuracy of a client’s cash needs with advisory team on a periodic basis. Propose and execute plans for RMDs and any account cash flows. Perform review of cash to be invested or generated.