Portfolio Manager

Portfolio Manager

Stadion Money Management LLC is owned by Smart

About Us:

Smart is a global savings and investments technology provider on a mission to transform retirement, savings, and financial well-being around the world. We partner with financial institutions and advisers to deliver user-centered retirement savings and income solutions that are digital, customized, and cost-efficient.

Smart, founded in the UK, operates in the USA, Europe, Australia and the Middle East with close to a million savers entrusting over $3 billion in assets on the platform. Smart supports its clients with a 650 strong global team and saw over 2,000% growth in assets on its platform since 2018.

Through its US subsidiary, Smart acquired Stadion in March 2022. Stadion works with financial professionals, asset managers, and recordkeepers to build custom retirement plans and participant level investment solutions. Stadion’s technology and managed account knowledge will bolster Smart’s ability to offer a transformative suite of retirement technology that will help participants save and meet their objectives for, and spend confidently through, retirement. Smart has ambitions to further its growth in the US and will seek to align with additional like-minded strategic partners who share a vision for transforming retirement savings.

Location:

This position is based in Athens, GA (Hybrid schedule)

The role:

Stadion is looking for an experienced Portfolio Manager to join our team based in Athens, GA. The Portfolio Management Team is responsible for driving  successful value delivery to the organization. This position requires significant knowledge of the retirement plan industry, investments, at least a bachelor's degree in Finance and a Chartered Financial Analyst charter holder is preferred. This person would be continuously collaborating with key stakeholders and have the opportunity to be a part of the Stadion Investment Committee. 

What You’ll Do:

• Develop, implement, and maintain Stadion's proprietary Order Management System (OMS)
• Assemble and reconcile fund cash flow data for Insurance separate accounts and Collective Investment Trusts across multiple custodians and fund accountants
• Oversee middle-office trade settlements through all stages of trade lifecycle state using Omgeo DTCC products
• Supervise tactical and strategic asset allocations, build shares, and execute trades though high-tough and algo venues
• Review marketing documents and fact sheets on monthly basis for data accuracy, consistency, and transparency
• Collect, analyze, and prepare best execution records for quarterly for best execution committee meetings
• Compile pertinent material and metrics for Stadion’s managed products to update or recommend potential changes to the Investment Committee
• Gather, organize, and prepare regulatory filings
• Daily reconciliation and trading of fund accounts and Collective Investment Trust accounts
• Research market trends and applicable data to produce market commentaries

What You’ll Need:

• Bachelor’s degree required in Finance or related field
• 3+ years of portfolio management experience required
• Chartered Financial Analyst charterholder (preferred)
• Proficient in Microsoft Office Products
• Ability to take initiative using strong problem solving skills
• Strong communication skills with the ability to tailor approach and style based on various audiences
• Expertise in analysis, monitoring and structuring

What’s in it For You:

• A chance to work for a great mission with great people in a great culture. Healthcare Insurance, including Medical, Dental and Vision 401(k) with 6% company match
• 15 days vacation per year
• 11 NYSE holidays
• 10 days paid sick time
• Accident Insurance Short Term and Long-Term Disability Insurance
• Employer-paid life insurance
• 5 week sabbatical after 5 years of service
• 3 months of paid parental leave, after 1 year of service

Mental and Physical Requirements:

The person in this position:

• May need to remain stationary for long periods of time
• May need to occasionally move about
• May need to lift, push, pull, carry, move, or otherwise move objects
• Will need to operate a computer and/or other electronic devices, such as a phone, calculator, copy machine, or computer printer (possibly for extended periods of time)
• Will need to communicate with others and must be able to exchange accurate information
• Must be able to absorb, analyze, and retain information

If you need help applying, please contact HR@smartretire.com for assistance. Smart is an equal opportunity employer valuing diversity in people and ideas.

Interested in joining a mission-driven certified Great Place to Work®? Apply today!