Trader/ Junior Portfolio Manager

POSITION OVERVIEW
As a Trader and Junior Portfolio Manager, you will be responsible for assisting in the management of investment
portfolios and providing support to senior managers. Your duties will include:
- Conducting financial analysis and research to identify investment opportunities
- Assisting in the development and implementation of investment strategies
- Monitoring portfolio performance and making recommendations for adjustments
- Assisting with the preparation of client reports and presentations
- Collaborating with other team members to ensure effective portfolio management
- Staying up-to-date with market trends, economic developments, and regulatory changes
- Assisting in the evaluation and selection of investment products and services
```Skills```
To succeed in this role, you should possess the following skills:
- Strong knowledge of financial services and asset management principles
- Familiarity with securities law and regulations
- Proficiency in financial analysis techniques and tools
- Experience using Morningstar, yCharts, or other financial data platforms
- Ability to perform risk analysis and assist in risk management strategies
- Solid understanding of financial concepts and calculations
- Strong mathematical skills for analyzing investment performance and making projections
This role is critical to the client experience and requires a high degree of follow-through, strong interpersonal skills,
a strong sense of initiative and organizational capability. The portfolio manager is responsible for…..
JOB RESPONSIBILITIES
 As directed by Relationship Manager and Chief Investment Officer; initiate all advisory and brokerage
trades
 Folio/Trade platform coding
 Tracking off-model accounts
 Written communication, both internal and external, regarding investment strategies and theses
 Direct Client contact/communication regarding investments
 Serving as an expert on investments for the team
 A deep ability to cultivate, produce, and maintain relationships
 In-depth knowledge of financial markets, products, and trends and the ability to convey this financial
knowledge to clients, advocates, and staff
QUALIFICATIONS
 Florida Life and Health Insurance 2-15 license or ability to obtain within 6 months of hire.
 Series 7 and 63 or 66 license.
 College Degree in a related field
 Strong computer proficiency with the ability to learn new software quickly (experience in MS Office Excel,
Word, and Outlook required. NetX360 experience is a plus)
 Ability to work with and prioritize multiple tasks daily to maximize productivity with a focus on efficiency
and attention to detail

Ability to take independent action to make sound decisions
 Outstanding communication skills, both written and verbal
 Maturity combined with emotional intelligence
 Trustworthiness and integrity
 Ability to work well within a tight-knit team
COMPENSATION & BENEFITS
Competitive salary and a full range of benefits including:
 Health/Dental/Vision Insurance
 Disability Income Insurance
 401K / profit sharing
 Generous PTO / Paid Holidays
 On-site Fitness Center
 Covered parking
 Reimbursement for Continuing Education and relevant licensing/designations
 Professional development opportunities
 Flexible work-from-home option (up to 60 days per year)