Job Description

At [CompanyX], our strategy and people help us deliver the industry’s most successful top-down, bottom-up investment process. Now, we are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. In this role, you’ll support the full project lifecycle for a large portfolio, with a focus on leading project-level reviews, optimizing and maintaining project standards, proactively identifying improvement, analytical reporting, and training staff. Not only will you be comfortable having high-level conversations with business leaders to understand individual portfolios, you’ll help us define KPIs and create a roadmap of company-wide operations.

Objectives of this Role

• Effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level
• Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
• Deliver sound investment advice and strategies strategy based on market performance
• Develop and implement project management methodologies and best practices to build on your team’s skills and capabilities
• Contribute to the establishment of a common set of practices, tools and templates for portfolio, program, and project-level management and ensure standards are being followed

Daily and Monthly Responsibilities

• Manage the day-to-day operations of the portfolio, establish the working plan of each project phase
• Analyze and appraise the effectiveness of sales methods, costs, and results
• Facilitate project review and checkpoint meetings
• Produce and analyze portfolio/project-level reports against key performance indicators
• Escalate issues that threaten portfolio and project success

Skills and Qualifications

• Bachelor’s degree in finance or related field
• Current certificates, which may include CFA, CFP, CAIA
• 4-5 years of financial or investment experience
• Knowledge of securities, insurance, and mutual fund industries
• Personal integrity and the ability to keep client and company confidences
• Proficient with financial planning software

Preferred Qualifications

• Master’s degree
• 66 or 67 Securities Registration