Portfolio Manager — Hybrid/Remote, Equity Potential

CFA Institute; Atlanta (GA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Flexible balance between remote and in

In-office collaborative environment

Simple IRA with employer contributions

Competitive PTO/Holiday policy

Cell phone stipend

Equity participation potential

Job summary

Financial Discovery Group, Inc. is a fee-only wealth management firm that partners with high-net-worth clients to build personalized portfolios aligned with goals and risk tolerance.

The Portfolio Manager will work with senior partners to implement investment strategies, monitor performance, and communicate recommendations to clients via phone, video, in-person meetings, and email. As part of a small, independent team, you’ll have latitude to shape investment approaches, engage directly with

Qualifications

• Bachelor’s degree in Finance, Economics, or related field (CFA and/or CFP designation preferred).
• Minimum of 3 years of experience in investment management, research, or related role.
• Strong understanding of financial markets, asset allocation, and portfolio construction.

Responsibilities

• Construct and manage diversified client portfolios across publicly traded asset classes.
• Prepare materials for and participate in client meetings including communicating portfolio strategy and investment recommendations.
• Conduct rebalancing activities and trade implementation.
• Monitor macroeconomic trends, market developments, and evolving investment strategies.
• Conduct due diligence on existing and prospective fund investments.
• Prepare regular client investment communications, including quarterly reports, market commentary, and research updates.
• Perform compliance activities related to investments.

Skills

Analytical skills

Communication skills

Client service orientation

Fiduciary responsibility

Education

Bachelor’s degree in Finance, Economics, or related field

Job description

Financial Discovery Group, Inc. is a fee-only wealth management firm that partners with high-net-worth clients to build personalized portfolios aligned with goals and risk tolerance.

The Portfolio Manager will work with senior partners to implement investment strategies, monitor performance, and communicate recommendations to clients via phone, video, in-person meetings, and email. As part of a small, independent team, you’ll have latitude to shape investment approaches, engage directly with