Focus Partners Wealth seeks a motivated and qualified individual for the position of Portfolio Associate. The individual selected for this opportunity will provide operational support to the company’s Portfolio Managers, Wealth Advisors, and Investment Services group.

Primary responsibilities of the position include:

Implementing investment strategies, as directed by the Portfolio Managers, utilizing the firm’s portfolio management system, Tamarac Advisor Rebalancing®, as well as other tasks performed in support of the firm’s portfolio managers and investment services function; Maintaining client accounts within Tamarac Trading®, including model assignments, restrictions, cash reserves, etc.; Preparing and inputting trade orders according to portfolio guidelines; Implementing model changes; Investing and raising excess cash as required by financial counselors or clients; Placing and managing trades with brokers and custodians; Settling and reconciling equity, mutual fund, and fixed-income trades; and Assisting and supporting Investment Management group as needed.

Qualifications:

Bachelor’s Degree in business, finance, or a related field desirable or an equivalent amount of education and/or work experience; 2+ years of relevant work experience; Strong oral/written communication skills; Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; Strong analytical skills, including the ability to identify tax and investment-related issues in portfolios; Dedication to working in a team-based environment; and Computer proficiency with basic applications, including Microsoft Office, and proven ability to learn other software and technology.

Preferred Qualifications:

Advanced Proficiency in Excel; Intermediate Proficiency in Python; Basic Proficiency in Power Automate Desktop; and Prior experience with Tamarac Trading® and Tamarac Reporting®.

Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. 

The annualized base pay range for this role is expected to be between $65 - $70k.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other reward may include an annual cash bonus and a comprehensive benefits package