Portfolio Trader: Rebalancing & Cash-Flow Specialist
Listed on 2026-10-11
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Finance & Banking
Portfolio & Asset Management, Financial Analyst
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.
We are looking to fill the Portfolio Trader:
Rebalancing & Cash-Flow Specialist position at Focus Partners in St. Louis, MO, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Portfolio Trader:
Rebalancing & Cash-Flow Specialist role at Focus Partners, based in St. Louis, MO, United States.
The Portfolio Trader:
Rebalancing & Cash-Flow Specialist role at Focus Partners is now open for applications in St. Louis, MO, United States.
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