Benefits:
401(k)
401(k) matching
Flexible schedule
Health insurance
Paid time off
Profit sharing
Job Summary
We are looking for a skilled and experienced Portfolio Manage / Investment Manager to join our dynamic team. In this role, you will conduct in-depth economic, market, and investment manager research to tailor portfolios that align with each client's unique financial goals and cash flow needs. The ideal candidate is proficient in market analysis, has exceptional communication and presentation skills, and possesses a solid grasp of diverse investment options and portfolio management strategies.
Requirements and Responsibilities of Portfolio Manager
· Design, implement, and monitor customized investment portfolios to enhance client performance.
· Oversee the integration of sub-managers, ETFs, and private debt within portfolios.
· Oversee security transactions and rebalance portfolios to ensure alignment with client objectives.
· Research and evaluate investment managers and strategies for potential inclusion in client portfolios.
· Communicate with clients regarding market conditions, portfolio performance, and available opportunities.
· Analyze market developments and prepare quarterly commentaries and other investment-related client communications.
· Keep updated on market trends and industry insights through continuous learning.
· Network actively to create a strong client base and educate stakeholders through presentations.
Qualifications
· Bachelor’s degree in business, finance, or a related field (preferred).
· Experience as an Investment Portfolio Manager or comparable role preferred.
· 3-5 years of experience in investment manager research across both traditional and alternative mandates.
· Strong understanding of financial markets, risk management, and investment strategies.
· Exceptional ability to explain complex financial concepts clearly and concisely.
· Effective communication and presentation skills.
· Professional certifications: Series 65 and/or CFA designation. Candidates actively pursuing the CFA program will also be considered, provided they already possess a Series 65 license.
About the Role
As a Portfolio Manager, you will design and manage tailored investment allocations for individuals, families, and select institutional clients. Collaborating with a team, you will identify strategies that align with clients' risk profiles, financial goals, and market conditions. You'll oversee security transactions, rebalance portfolios, and assess investment packages to ensure alignment with client objectives.
Conduct ongoing research and due diligence on investment managers across both traditional and alternative asset classes. Synthesize findings into clear, actionable insights and communicate recommendations to the investment team to support manager selection, portfolio construction, and ongoing monitoring.
Keeping clients informed is a cornerstone of this role. You’ll stay in regular contact to share market updates, research insights, and economic trends while ensuring alignment with their evolving goals. A keen understanding of global and domestic market developments is essential.
As part of our fiduciary duty, you will meet clients annually to reassess strategies, ensuring all investments align with their requests. Maintaining compliance with regulatory standards will also be a critical component of this role.
This is not a remote position.
About Us
We are a full-service Fee-Only financial planning office, proudly serving clients for over 30 years from our Roswell location and a member of NAPFA. As such, we are fiduciaries and do not receive commissions on any product we recommend.