Associate Institutional Portfolio Manager
This position can be filled in either Naperville, IL or St. Louis Park, MN.
PMA provides financial and investment advisory services to over 3,200 clients in numerous states throughout the U.S. The investment advisory team manages over $18.5 billion in client assets. The firm’s assets under management have nearly tripled since 2017 as more entities seek the services of a Registered Investment Advisor. PMA Asset Management is focused on serving the investment needs of public entities, insurance companies and other institutional investors. Commitment to our clients is a core value of our firm. Our dedicated sales and service professionals constantly interact with our clients to fully understand their needs and provide customized investment strategies. If you thrive on developing and maintaining human connections and can apply investment theory and practice, then this is the position for you.
This position serves as the client facing component of our institutional portfolio management team. You’ll work with clients to develop and refine investment strategy and investment performance benchmarks, prepare and present client portfolio updates, and prepare various fact sheets and materials to support sales and marketing efforts. This position requires a four (4) year degree and at least three (3) years of financial services experience, with the best qualified candidates having a major in Finance and/or an MBA, along with 3-5 years of progressively more responsibility and experience in an investment advisory capacity. PMA is known for our customer focus; so, attention to details, excellent interpersonal skills and the ability to meet client expectations are essential.
The work that PMA performs is critical to the everyday lives of our client’s students and other community members, so please apply if you are interested in a career that makes a difference. In addition to a salary and benefit package that is competitive with the marketplace, as a player in the financial services industry, we offer the opportunity to earn an annual discretionary bonus based on company, department, and individual results.
Please apply online at www.pmanetwork.com for immediate consideration. PMA is an equal opportunity employer. Women and people of color are strongly encouraged to apply.