Portfolio Manager

GSG Wealth Management; Evansville (IN); On-site; USD 140,000 - 220,000; Full time

Job summary

GSG Wealth Management in Evansville, IN seeks a Portfolio Manager to oversee the implementation of the firm’s portfolio-management strategies and proprietary investment models, serving as an internal resource for complex investment and financial-planning questions.

You will collaborate with the Investment Committee, Financial Advisors, and operations team to deliver thoughtful, coordinated solutions for clients, including monitoring allocations, trading, tax-loss harvesting, and due diligence on

Qualifications

• Requires Series 7 & 63 licenses within 6 months of employment (employer-covered costs).
• Eight or more years of relevant experience in portfolio management or wealth management.
• Strong understanding of asset allocation, rebalancing, and risk management.
• Experience evaluating mutual funds, ETFs, SMAs, and alternative investments.
• Proficiency with portfolio-management, financial-planning, reporting, and spreadsheet software.

Responsibilities

• Manage client portfolios per Investment Committee guidance and IPS.
• Monitor model allocations, drift, cash positions, and implementation.
• Oversee trading to invest/raise cash, rebalance, and tax-loss harvest.
• Develop and maintain systems for meeting client income and distribution needs.
• Develop portfolio-transition plans and coordinate funding for alternatives.
• Monitor holdings and communicate position, performance, and strategy updates to Advisors.
• Conduct due diligence calls and research SMAs and alternative investments.
• Research complex investment strategies for client situations.
• Recommend changes to proprietary models based on research and market conditions.
• Partner with Advisors to identify, research, and resolve complex investment questions.

Skills

Portfolio management

Investment research

Wealth management

Communication skills

Time management

Independent work

Team collaboration

Confidentiality

Financial planning

Tools

PX planning software

Northwestern Mutual planning software

Spreadsheets

Job description

GSG Wealth Management is a comprehensive financial planning firm seeking a Portfolio Manager.This professional will oversee the implementation of the firm’s portfolio-management strategies and proprietary investment models while serving as an internal resource for complex investment and financial-planning questions. The ideal candidate combines investment expertise, analytical curiosity, sound judgment, and the ability to translate complicated research into clear, practical guidance for Financial Advisors and clients.As a member of GSG’s collaborative 17-person team, this professional will work closely with the firm’s Investment Committee, Financial Advisors, and operations team to deliver thoughtful, coordinated solutions for clients.

• Manage client portfolios in accordance with Investment Committee guidance and each client’s Investment Policy Statement


• Monitor model allocations, holdings, drift, cash positions, and implementation consistency


• Oversee trading in client accounts to invest or raise cash, rebalance portfolios, and execute tax-loss harvesting strategies


• Develop and maintain systems for efficiently meeting clients’ portfolio-income and distribution needs


• Develop, document, and implement portfolio-transition plans for applicable clients


• Monitor capital-call notices and coordinate timely funding on behalf of clients with alternative investments


• Monitor investment holdings and communicate relevant position, performance, and strategy updates to Financial Advisors


• Conduct due diligence calls and research potential separately managed account and alternative investment opportunities


• Research complex investment strategies applicable to individual clients’ situations


• Recommend changes to proprietary models for consideration by the Investment Committee based on research, market conditions, product changes, and client needs

Financial Analysis and Problem-Solving

• Partner with Financial Advisors to identify, research, and resolve complex investment and financial-planning questions arising from client situations


• Break down complex client circumstances, identify the relevant variables, evaluate potential solutions, and communicate clear conclusions and recommendations


• Conduct scenario analysis involving investment allocation, taxation, concentrated positions, retirement distributions, cash-flow needs, and other planning considerations


• Develop reusable resources, frameworks, and processes based on recurring client questions and planning needs


• Serve as a subject-matter expert in client meetings regarding GSG’s proprietary models, investment strategies, and specific investment opportunities


• Develop expertise in modeling and present complex financial-planning strategies using PX, Northwestern Mutual’s proprietary planning software

Team Responsibilities

• Understand and support the firm’s vision, mission, and strategy


• Complete strategic initiatives and projects assigned by GSG Partners and/or Practice Manager

Qualifications

• Required:Attainment of Series 7 & 63 within 6 months of employment (costs covered by GSG)


• Eight or more years of relevant experience in portfolio management, investment research, wealth management, financial planning, or a related field


• Strong understanding of asset allocation, portfolio construction, investment taxation, rebalancing, and risk management


• Experience evaluating mutual funds, exchange-traded funds, separately managed accounts, and alternative investments


• Proficiency with portfolio-management, financial-planning, reporting, and spreadsheet software


• Strong organizational and time management skills


• Excellent communication skills (verbal and written) with the ability to collaborate effectively with others


• Ability to maintain a high degree of accuracy in handling detailed work


• Ability to multi-task, prioritize, and meet deadlines


• Ability to maintain confidentiality


• Ability to work independently and as a part of a team

Core Values Demonstrated

• Trust: Consistent ability to build and maintain trust with clients and coworkers


• Integrity: An unyielding dedication to high character and ethics. Conviction to put clients’ interests first.


• Service: A high standard of care for clients.Humility to listen intently to the client and act on their behalf.


• Intentionality: Thoughtful, thorough, and deliberate in advice and actions


• Knowledge: A commitment to ongoing learning, including staying current on financial news, laws, and the impacts to our clients