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Spotlight Preferred
True Link Financial
United States
1 day ago

Description

We are a fast-growing, mission-driven fintech company that provides quality financial services for people whose needs go unmet by traditional institutions. We serve people with complex needs and those who care for them, and it is an honor to wake up in the morning knowing that we have a profound impact on our customers’ lives.
The Portfolio Manager is a key member of the portfolio management team and plays a critical role in supporting the portfolio management function. The primary responsibility of the Portfolio Manager is to implement and maintain adherence to stated investment strategies for our clients.  
The Portfolio Manager will work closely and collaboratively with the Investment Associates within the organization to support day-to-day asset management responsibilities, and this person will also engage directly with clients. This includes owning the responsibility for collecting, managing, and analyzing data to facilitate portfolio management functions such as rebalancing, managing liquidity, and reporting on performance.

What You'll Do

    • Manage the implementation of investment strategies for clients by investing excess cash, raising liquidity where necessary, rebalancing to model targets, tax-loss harvesting, and ensuring portfolios are within predetermined asset class thresholds
    • Develop and maintain strategic and tactical asset allocation model portfolios, informed through the consideration of multiple economic inputs: capital market assumptions, portfolio optimization, factor modeling, risk/return dynamics, valuation, and current market conditions
    • Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and current capital market trends
    • Determine and reassess client asset allocation strategies as needed
    • Ensure adherence to regulatory compliance standards and guidelines and manage related processes including conformance with client disclosure protocols for performance reporting and other portfolio metrics; research and resolve discrepancies as identified
    • Maintain an inventory of non-model assets and execution on related due-diligence
    • Implement and adhere to tax budgets as necessary
    • Assist and/or lead quarterly investment reviews with external Board of Directors, investment committees, clients, and other related agencies
    • Assist with the formulation of investment outlook, quarterly economic commentary, financial forecasting, and market communication
    • Assist with the maintenance of the security master, classifying assets into necessary categories within our portfolio management systems

Who You Are

    • 5-10+ years of investment portfolio management work experience, preferably at an asset management firm, investment management firm, wealth management firm/department, or registered investment advisor
    • Experience working directly with clients and a desire to continue to do that
    • Committed to growing in your career and eager to be a part of a fast-growing, mission-driven team
    • Extremely detail-oriented and organized
    • Able to seek creative solutions and to understand how the smallest details fit into the “big picture”
    • Understands how to scale a portfolio management function to be able to accommodate a rapidly growing client base 
    • Able to communicate effectively with a broad range of stakeholders
    • Discreet in handling sensitive and confidential information
    • Work well independently and as part of a team
    • Hold a bachelor’s degree, preferably in Finance 
    • Advanced level proficiency with Microsoft Excel
    • Familiar with portfolio management systems such as Black Diamond
    • Preference for candidates that have or are pursuing a CFA, CFP, or other related investment management certification
    • Series 65 or Series 7/66 required prior to hire

Why You'll Love Us

    • We’ve got the energy and passion of a startup combined with the professionalism of a financial services firm and the compassion of a mission-driven organization that truly cares about our employees and the people we serve.
    • We’re just getting started! With fifty million Americans in our addressable market, we are growing quickly into a large company that will be developing new products you will help us shape and take to market. 
    • We offer competitive wages, Health, Dental & Vision coverage, and an awesome vacation package.
    • Our customers are not only grateful for our services but are the absolute best. We have the privilege of providing financial protection for vulnerable members of society and partnering with expert service providers to do so. Our customers and partners love us, and we love them back. You can sleep soundly every night knowing you are doing a really wonderful thing by getting our services into more hands.
    • We treat one another like we treat our customers: with respect and dignity. Diversity, equity, and inclusion are cultural values we take very seriously, and we welcome and recruit team members of all backgrounds and identities.
    • Our offices are dog-friendly and filled with snacks, catered lunch, and a group of friendly, caring people. We’re happy to still be enjoying laughs with colleagues and appearances of furry friends over Zoom for now. 
    • With offices across the country, we welcome applicants who want to join our existing and future offices (in SF, Denver, Columbus, OH, NYC, and Kingston, NY) when it’s safe to work alongside each other again (and remote until then). 
    • Want to work remote longer-term? Great! We also have years of experience collaborating with our many team members who prefer to work from home and welcome applicants from anywhere in the United States.
If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our team.


Job Information

  • Job ID: 60191694
  • Location:
    United States
  • Company Name: True Link Financial
  • Position Title: Portfolio Manager
  • Job Function: Financial
  • Job Type: Full-Time

Please refer to the company's website or job descriptions to learn more about them.

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