Portfolio Manger

Location
Sheridan, Wyoming
Salary
Commensurate with experience
Posted
Aug 26, 2019
Closes
Sep 25, 2019
Ref
Experienced CFA Charterholder
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Position Description

Frontier is adding a new position, Portfolio Manager. The Portfolio Manager will drive the portfolio strategy process. The manager will focus on  research, analytics, and team project management as well as  professional development of investment team members. Working closely with the Investment Committee, the manager will be an integral part of fund selection, responsible for overseeing fund selection at the strategy level.

Location: Sheridan, Wyoming

Responsibilities

  1. Supervisory Responsibilities:
  • Oversite of Tax Management Analytics team
  • Hiring, training and mentoring of the Tax Management Analyst staff
  1. Oversee the Investment Process:
  • Review and summarize reports and publications by funds
  • Oversee the fund selection for the hire list
  • Analyze funds for review by the Investment Committee
  • Optimization of Tax-Managed portfolios
  • Analyze the optimization results for review by the Investment Committee

3.   Mutual Fund Data Analysis:

  • Oversee tax-efficient fund research and selection
  • Tax data management
  • Monitor reports from sources, such as Morningstar and Zephyr
  • Conduct quantitative and qualitative research into mutual funds
  • Production of reports on trades for internal and external use

4. Advisor / Client Presentation:

  • Written investment commentary and presentations for clients and advisors
  • Meet with Clients/Advisors to explain Frontier’s strategy and investment process

Qualifications

  • Masters level degree in finance, math, quantitative finance, or engineering
  • 10 years plus relevant investment experience
  • Tax management investment experience helpful
  • CFA and/or CPA designation
  • Proficiency in financial modeling and optimization
  • Computer skills: including Microsoft Office, and knowledge of Morningstar Direct & Zephyr Style Advisor is a plus
  • Strong attention to detail
  • Excellent written communication
  • Relevant client/ advisor facing sales experience
  • Minimal travel required

Who We Are:

Frontier Asset Management, LLC is an award-winning, nationally recognized, investment management firm founded in 2000. An innovator in the industry, Frontier’s expertise lies in investment manager due diligence, asset allocation, investment strategy design, and implementation. Frontier delivers strategies through partnerships with financial advisors and is dedicated to the continuous improvement of our processes and services to better serve our clients. Frontier has been awarded Strategist of the Year twice (2019, 2015) and Manager of the Year in 2019 by Envestnet and Investment Advisor magazine. For more information about Frontier Asset Management, visit www.frontierasset.com.

Frontier Benefits

At Frontier, we believe that to bring the best investment products to the market we need to bring together the best people. Frontier provides industry competitive compensation, a full benefits package including 401K matching, employee health, dental, vision, and life insurance. In addition, we offer educational reimbursement and flexibility. We are an exciting and innovative company always looking for people who are passionate about being the best in the industry. 

If you think you have what it takes to join our award-winning the team, send a letter of interest and your resume to Cathy Pelissier at cpelissier@frontierasset.com.