Fiduciary Edge Advisors LLC Hiring for Investment Analyst and Portfolio Manager Job at Savannah, GA Full Time

Job details. Portfolio Manager/Investment Analyst

Salary

$79,000 – $105,000 per year

Job Type

Full-time

Benefits

401(k)

Health insurance

Vision insurance

Optional Dental Insurance

Full Job Description

We are a wealth management practice clearing through Fidelity/NFS and whose RIA is a fast-growing, tech-savvy broker-dealer based in Texas.

We build a comprehensive financial plan for each client, provide sound investment advice and assistance with a wide range of financial matters to deliver customized, attentive, caring service with the goal of getting each client to and through retirement soundly.

Portfolio selection and oversight is key to our clients’ success. We help clients navigate the complex world of investing and simplify the choices for them by taking time to carefully screen options and make recommendations for top performing stock portfolio strategists, bond managers, mutual funds, index funds and other products as appropriate, to meet their goals and financial planning needs.

Role / Function:

The Portfolio Manager/Investment Analyst will oversee investment selection to include: separately managed account (SMA) screening and selection, index fund and mutual fund screening and selection, asset allocation and trading.

Additionally, Portfolio Manager is responsible for staying abreast of current financial markets and economic environments, monitoring a changing economy and new opportunities and risks as these factors’ potentially impact portfolio construction, strategies and the client’s likelihood of success.

Responsibilities include, but are not limited to:

• Managing and overseeing the formulation of investment strategies
• Implementation of portfolio strategies
• Designing holistic portfolio construction process and actively managing portfolio strategy
• Stay abreast of thematic global macroeconomic research from policy, cycle, and structural standpoint and recommend adjustments to portfolio construction as appropriate
• Help firm stay connected to clients and their heirs and prospects by communications designed to increase engagement with our firm
• Communication and ability to write columns/articles on markets/investing for clients
• Maintain familiarity with the industry and economic trends applying this knowledge to portfolio structure and client strategies
• Maintaining awareness of and application of compliance standards
• Working collegially and productively with clients, peers, and other team members

The Competencies for the Portfolio Management Role include:

• Oversight and development of client portfolios, investment management
• Trading and rebalancing accounts
• Reviewing portfolio performance
• Full range of investment knowledge
• Ability to apply investment knowledge to specific situations and discuss investment topics with clients in understandable language
• Problem solving
• Strong organizational skills
• Attention to detail
• Ability to work independently and take initiative
• Develop self and others
• Effectively coach and mentor others
• Conflict resolution
• Approachable, respectful, inclusive communication
• Sets and models high-performance standards
• Self-confidence/self-esteem combined with emotional intelligence
• Ability to be flexible, adaptable, and move with change
• The highest levels of trustworthiness and integrity

Qualifications

Either recent completion of undergraduate degree with finance/CFP/CFA preparation/eligible for sitting for either exam or

2+ Years of Professional Investment Experience

Degree in Business, Finance, Marketing or Related Field

Series 7

Possess or working towards CFA® or CFP® designation

Instructions

When applying for this opportunity, please include a cover letter with a narrative detailing two to three values that define who you are and why those values make you the best equipped to fulfill the duties of this role. This letter helps us to get to know you as a person rather than rely solely on the experience and knowledge background detailed on your resume.

NOTE: Cover letter is required. Please write this letter as if you were writing to a friend.

Job Type: Full-time

Pay: $79,000.00 – $105,000.00 per year with opportunity for bonuses and advancement

Benefits:

• 401(k)
• Health insurance
• Vision insurance

Schedule:

• Monday to Thursday 8:30-5:00 Friday 8:30-4:00

Ability to commute/relocate:

• Savannah, GA: Reliably commute or planning to relocate before starting position

Experience:

• Retail Investment: 2 years (Preferred)

License/Certification:

• CFA (Preferred) or CFP
• Series 7

Work Location: One location

Hiring 1 candidate for this role

Job Type: Full-time

Pay: $79,000.00 – $105,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
All employees must be full vaccinated against COVID-19.

Ability to commute/relocate:

• Savannah, GA 31401: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor’s (Required)

Experience:

• Investment management: 2 years (Required)
• Portfolio management: 2 years (Preferred)

Work Location: One location