Portfolio Trader
St. Louisonsite$75K – $80K
via Greenhouse
About this role
Position Summary
Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. The Portfolio Trader’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Traders will conduct all daily, weekly, and monthly portfolio reviews.
Focus provides team members the flexibility to work a hybrid schedule.…
Read the full description on Focusfinancialpartners's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in St. Louis. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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