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Portfolio Trader: Rebalancing & Cash Strategy
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-08-25
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Focus Partners is seeking a Portfolio Trader to support the Portfolio Onboarding and Trading Team. You will manage all portfolio and investment activities for wealth management teams, implement investment strategies, and oversee cash balances for rebalancing and tax optimization.
You will conduct daily, weekly, and monthly portfolio reviews, set up client accounts in rebalancing software, and communicate with financial advisors to ensure accurate targets and timely actions.
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