Portfolio Manager - Model Portfolios

Jobot; Nashville (TN); Sur place; USD 100 000 - 170 000; Plein temps

Avantages offerts par ce poste

Comprehensive health insurance

Dental insurance

Vision insurance

401(k) with company match

Unlimited PTO

20%-25% bonus

Equity

Résumé du poste

An established industry player is seeking a dedicated professional to join their investment management team. You will play a crucial role in delivering top-notch investment services to a network of advisors, focusing on portfolio management, research, and due diligence. This firm, which has surpassed 100 billion in assets under management, values independence and client-first principles. If you're passionate about supporting independent advisors and have experience with high-net-worth portfolios, this position could be your next great opportunity. Enjoy a competitive salary, comprehensive benefits, and a collaborative work environment.

Qualifications

• Experience constructing model portfolios for HNW individuals, endowments, and non-profits.

Responsabilités

• Join a team responsible for delivering investment platform services to advisors.
• Provide portfolio management and market commentary.

Connaissances

Portfolio Management

Research Skills

Due Diligence

Market Commentary

Description du poste

Job Details

This Jobot Job is hosted by Katrina McFillin.

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $100,000 - $170,000 per year

A Bit About Us

We specialize in supporting independent registered investment advisors by providing technology & CRM, investment platform, practice management, M&A, and capital strategies.

Why Join Us?

We are a growing firm founded 12 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.

• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Unlimited PTO
• 20%-25% bonus
• Equity

Your Role

You will be an integral part of our investment management arm of the business. You will join a team responsible for the delivery and servicing of the investment platform to our network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more.

You have experience constructing model portfolios for HNW individuals, endowments, and/or non-profits.

This is an on-site position in St. Pete's, FL.

Equal Opportunity Employer

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds.