Position Summary

We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
• Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
• Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
• Manage trade execution, client allocations, and performance reporting processes.
• Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
• Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
• Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
• Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
• Generate performance reports and contribute to post-trade analysis and strategy improvement.
• Stay up to date on market developments, trading regulations, and industry best practices.
• Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
• Communicate to stakeholders, including firm advisors and clients (as needed).

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
• 3+ years of trading experience, preferably with individual equities and listed options.
• Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
• Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
• Ability to communicate clearly and collaborate across teams in a fast-paced environment.
• Excellent risk management discipline and ability to make decisions under pressure.
• Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.

The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. 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 rewards may include an annual cash bonus and a comprehensive benefits package.

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Position Summary

Focus Partners Wealth is seeking an Alternatives Associate to will work closely with the firm’s Wealth Management Team. 

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials.
• Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional client service and risk mitigation.
• Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments.
• Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments.
• Assist in developing, educating, and training the firm’s staff on alternative investment operations processes.
• Track closing dates and other deadlines for alternative investments, ensuring timely completion.
• Play a significant role in assisting in the development of robust processes and reports to keep the Wealth Management Team informed about crucial pre-fund status, processes, and requirements.
• Monitor and reconcile money movement associated with capital activity.
• Communicate effectively with internal teams, fund managers, investors, custodians, and auditors, fostering strong relationships.
• Assist with the distribution of tax documents and audited financial statements.
• Onboard new alternative investment offerings to the firm’s platform.
• Maintain accurate client records and record information in the firm’s CRM.
• Execute service requests in conjunction with the Wealth Management Team and maintain appropriate follow-up with sponsors, custodians, and clients.
• Assist with recurring audits, reporting, and projects as needed.

Qualifications

• Required: 3+ years of experience in the alternative investments or wealth management industry.
• Bachelor's degree in finance, business administration, or a related field (or equivalent work experience).
• Prior experience completing or reviewing subscription documents for private equity funds, private real estate funds, and/or hedge funds.
• Familiarity with trust, estate, and legal entity structures.
• Know Your Client and Anti-Money Laundering experience (KYC/AML).
• Proficiency in Microsoft Excel and ability to learn new applications.
• High attention to detail and organizational skills.
• Ability to work in a fast-paced environment while managing numerous projects and clients.
• Ability to work independently and take initiative while also being a team player.
• Strong interpersonal skills and a positive attitude.
• Adaptability and ability to learn new concepts quickly.
• Excellent problem-solving skills.
• Outstanding customer service skills.
• Excellent communication and organizational skills.
• Capability to develop and deliver innovative ideas as the position grows.
• Ability to collaborate and work with teammates to accomplish daily deliverables.

This position is an non-exempt position. The annualized base pay range for this role is expected to be between $75,000–$80,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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