Portfolio Manager

Job Description

Job Title: Portfolio Manager

Department: Wealth Management

Reports to: Agency President

FLSA Status: Non-exempt

Company Summary

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers.

Job Summary

The portfolio manager will work as part of the portfolio management team on model creation, maintenance, and execution. Building model portfolios to meet client goals and objectives, along with executing trades, and communicating with internal team members is an essential aspect of the work. The firm's investment platform has a broad use of various asset classes, multiple custodians, internal and external managers, and geographic reach to provide a range of unique portfolio structures to meet clients’ needs. The primary focus of the Portfolio Manager is to analyze, construct and monitor customized portfolio strategies, with a secondary function of communicating with advisors, and at times clients, on strategy and portfolio performance.

The Ideal Candidate

• You have an analytical mind with the ability to evaluate and think critically.
• You value excellent customer service and are a good communicator and problem solver.
• You are a team player and want to work with a great group of people

If this sounds like you, we invite you to keep reading and apply!

Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

• Work closely with the investment team to develop a deep understanding of investment strategies and a comprehensive knowledge of each strategies’ holdings, and risk profile.
• Be able to articulate the process and approach for each strategy in communication both internally and externally.
• Maintain strong, ongoing investment knowledge and collaborate on.
• Partner with the sales team to take middle to advanced stage prospects to closure and produce targeted investment communications, white papers, insight pieces, commentaries, presentations, and other product content support for client service.
• Maintain excellent communication with advisors and client service managers on client portfolio needs/requests.
• Maintain documentation of analysis and strategy changes.
• Utilize and maintain ongoing strategic vendor relationships.
• Provide periotic strategy updates. Distilling key talking points for sales.
• Demonstrate high proficiency with the trading and rebalancing systems and programs.
• Assist with other projects as requested by management.
• Be able to conduct research and security analysis independently, present ideas, and recommendations to the investment team for implementation.

Qualifications

• A degree from college or technical school.
• 7+ years of related experience.
• Appropriate securities licenses/designation
• Strong organization and communication skills
• Tech savvy; ability to navigate multiple systems including trading systems.
• Possess intermediate skills in Microsoft Office products.
• CFA or Series 7, 65, & 66.

EEOC Statement

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

Job Type: Full-time

Pay: $100,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person