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Portfolio Trader: Rebalance, Cash Flow & Strategy
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-09-09
Listing for:
LE0123 Focus Partners Wealth LLC
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Focus Partners seeks a Portfolio Trader to join the Portfolio Onboarding and Trading Team. The trader will manage all portfolio/investment activities for wealth management teams, implement investment strategy, manage cash balances, and identify rebalancing and tax-loss harvesting opportunities.
The role conducts daily, weekly, and monthly reviews, sets up clients in rebalancing software, and communicates with advisors to optimize client accounts while delivering high-quality service.
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