What are the responsibilities and job description for the Portfolio Manager position at gpac?
Primary Responsibilities include:
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
(682) 688-6026
- Monitor, rebalance and trade client portfolios utilizing our trading platform
- Maintain client information in account tracking databases
- Manage the transition and implementation of new clients and new assets to assigned models
- Tax harvest positions as needed
- Providing strategic input as a part of our investment committee
- Prepare investment reports and economic research for monthly investment committee meetings
- Identify and implement process improvements where applicable
- Assist advisors with pre and post client meeting preparation
- Provide administrative assistance to the team as directed by senior leadership
- Bachelor's Degree required
- Securities Industry Essentials (SIE) exam, Series 7 and series 66 or obtained within 120 days
- Experience/proficiency with taxation of different account types and investment tax rules
- Proficiency in Excel
- Detail oriented
- Strong communication skills and team-oriented mentality
- Ability to multitask and work independently with little oversight
- Competitive base salary
- Year-end incentive compensation, based on successful execution of firm goals
- PTO
- 401(k) Matching
- Ability to work remotely 2 days per week (subject to change) (after fully licensed and trained)
- Volunteer Time Off
- Employer reimbursement for continuing education, professional licenses and dues
- Employee health insurance coverage
- Employer contribution to Health Savings Account for employees who enroll in our medical plan
- Free Financial Planning services for employees and their spouses
- Healthy work/life balance!
- The opportunity to transition to a full financial advisory role and build your own book of business over time (CFP® credentials will be a pre-requisite)
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
(682) 688-6026
Salary : $100,000 - $175,000
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