Portfolio Trader: Rebalancing & Cash-Flow Specialist
Focus Partners
Focus Partners seeks a Portfolio Trader to manage portfolio and investment activities for our wealth management teams. You will implement investment strategies, manage cash balances, and identify rebalancing and tax-loss harvesting opportunities. Daily, weekly, and monthly portfolio reviews are required. The role involves client onboarding, setting up rebalancing targets, and executing plans for RMDs and cash flows, while delivering superior service by phone and email to financial advisors. #J-18808-Ljbffr Focus Partners
Vacancy posted 5 days ago
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