SCS Financial · 15 hours ago
Portfolio Trader
St Louis, MO
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $95K/yr
2+ years expSCS Financial is seeking a Portfolio Trader to join their Centralized Portfolio Management Team. The Portfolio Trader will manage all portfolio and investment-related activities for wealth management teams, implement investment strategies, and conduct regular portfolio reviews.
FinanceFinancial Services
Responsibilities
Deep understanding of our investment philosophy and the investments we use
Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes
Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken
Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions
Confirm accuracy of a client’s cash needs with advisory team on a periodic basis
Propose and execute plans for RMDs and any account cash flows
Perform review of cash to be invested or generated
Appropriately manage cash flow of accounts to provide for timely collection of fees
Provide and execute recommended action plans to collect on any outstanding uncollected fees
Identify opportunities to harvest losses as well as opportunities to switch to a more tax-efficient (or more preferred) investment vehicle
Develops recommendations for client accounts for which we do not maintain discretion
Provide superior, friendly and knowledgeable service by telephone and e-mail with financial advisors
Effectively prioritize work to meet trade deadlines and service level agreements
Qualification
Required
Two years of experience in financial services required
Bachelor's degree
Strong proficiency in Microsoft Applications
Strong written and verbal communication skills
Desire to take ownership and provide the best customer service in the industry
Energetic self-starter with an extremely positive, can-do attitude
Strong organization skills with exceptional attention to detail
Must work well in a team environment, supporting others and filling in as necessary
Must be able to prioritize and switch tasks as needed
Preferred
Experience working with RIAs and Independent Financial Advisors a plus
Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus
Orion Software, Envestnet Software or Custodian website experience preferred
Benefits
Annual cash bonus
Comprehensive benefits package
Company
SCS Financial
SCS Financial is an investment and wealth management firm based in Boston. It is a sub-organization of Focus Financial Partners.
51-200 employees
H1B Sponsorship
SCS Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (2)
Funding
Current Stage
Growth StageTotal Funding
unknown2012-01-01Series Unknown
Leadership Team
Lane MacDonald
Chief Investment Officer and Chair of Investment Committee
Recent News
2025-12-10
Company data provided by crunchbase