Associate Portfolio Manager

Recruiter
Lee Financial
Location
Dallas, Texas (US)
Salary
Competitive
Posted
03 Jun 2022
Closes
03 Jul 2022
Ref
Associate Portfolio Manager
Employment Type
Full Time
Education
Bachelors

                       Associate Portfolio Manager

REPORT TO: Director of Portfolio Management

OBJECTIVE: To provide concise, detailed, and accurate analysis, research and presentation materials on client portfolios and individual investments. 

DESCRIPTION OF RESPONSIBILITIES:

  • Work with Portfolio Managers on matters relating to LFC clients and their portfolios
  • Analysis related to client portfolios (asset allocation, performance evaluation, modeling, historical risk/return metrics, expected vs. actual, etc.).  Responsible for analysis of individual equity and debt securities in client portfolios
  • Research individual client investments as requested by the Portfolio Manager
  • Prepare custom meeting and/or presentation information for individual client needs
  • Coordinate matters related to clients’ 401(k), 529, and annuity accounts.  Work with the Portfolio Manager to implement changes
  • Assist with coordination of investment documents
  • Work with Trading and Operations team to troubleshoot and problem-solve portfolio reporting issues
  • Create presentations for client meetings on investments and respective portfolios
  • Take and distribute meeting notes for team meetings
  • Monitor accounts with regular distributions for proper cash balance
  • Investment Policy Statement target allocation reconciliation

SKILLS & QUALIFICATIONS:

  • Bachelor’s degree from accredited university
  • 9-12 hours of accounting preferred
  • Master’s degree or investment-related work experience a plus
  • CFA or CFA candidate preferred
  • Direct knowledge and experience with mutual funds, separate account managers, individual securities, and alterative investment strategies (i.e., real estate, hedge funds, etc.)
  • Experienced and proficient in financial modeling with Excel. 
  • Excellent interpersonal and communication skills for working with clients and team members
  • Qualified for state registration (Series 65)
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