Portfolio Management Specialist

JFS Wealth Advisors began as a one-man operation in Hermitage PA in 1986 by Robert C. Jazwinski CPA/PFS over four decades since weve grown to nearly 100 professionals and nine office locations serving clients in more than 40 states. Our mission is to guide our clients to independence and peace of mind. We do this by assisting them in meeting lifes challenges and thriving financially. We want to be the most respected prominent wealth management services firm in our region recognized by our employees clients and the public.

JFS Wealth Advisors is looking for a Portfolio Management 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 firms portfolio management system Tamarac Advisor Rebalancing executing and reconciling trades and supporting the firms 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.
• Regularly review security settings and restrictions.
• Run and monitor saved searches within Tamarac.
• Execute and reconcile trades across multiple custodians
• Accurately process daily trade ledgers to custodians.
• Review trades identify discrepancies or items requiring additional review and coordinate with advisors and client service teams to resolve questions.
• Support the Investment Committee and Chief Investment Officer
• Provide operational and administrative support as needed.
• Research and gather investment-related data prepare presentations and generate reports.
• Collaborate with internal teams
• Work closely with trading asset management financial planning and investment teams to ensure efficient workflows and resolve operational issues.
• Maintain knowledge of the firms compliance and operational policies and procedures.
• Assist with process improvements and special projects as assigned.

Qualifications

• Bachelors degree in Business Finance or a related field or equivalent education.
• 3 years of relevant experience within financial services preferably in the RIA industry. Recent college graduates may also be considered if their education and experience align with the position.
• Working knowledge of asset allocation and portfolio construction.
• Experience with portfolio rebalancing software and trading platforms preferred.
• Experience with Tamarac Advisor Rebalancing Tamarac Advisor View and Practifi CRM preferred.
• Familiarity with Schwab and Fidelity custodial platforms preferred.
• Experience with Morningstar Advisor Suite and/or vCharts preferred.
• Industry designations or licenses are a plus.
• Proficiency in Microsoft Office and ability to learn new investment-related software.
• Strong analytical and problem-solving skills including the ability to identify tax and investment-related issues within portfolios.
• Excellent communication organizational and time management skills with strong attention to detail.
• Ability to prioritize tasks meet daily deadlines and work effectively in a team-oriented environment.
• Commitment to professionalism client service and maintaining confidentiality of sensitive financial information.
• Ability to work occasional overtime and travel to client locations as needed.

Physical Requirements

• Ability to sit at a desk and work on a computer for prolonged periods.
• Ability to stand walk and perform routine office tasks.
• Ability to lift up to 10 pounds as needed.

Compensation and Benefits

This position is an exempt position. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual incentive bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

JFS Wealth Advisors is part of the Focus Financial Partners network firm community. As part of the partnership JFS Wealth Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth enhancing capabilities or planning for the future being part of Focus means you are part of something larger while still working in an entrepreneurial firm-led environment.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Required Experience:

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