Portfolio Manager - StoneX Wealth Management

Overview

Connecting clients to markets – and talent to opportunity.

With5,400+ employees and over
80,000institutional,commercial,andpaymentsclients, we operate from more than
80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

The Portfolio Manager serves as a key member of the Wealth Solutions Team, responsible for portfolio construction, investment research, manager due diligence, alternative investment analysis, and advisor support. The role partners with financial advisors to deliver investment solutions, evaluate client portfolios, support prospect opportunities, and contribute to the development and oversight of Wealth Solutions investment offerings.

Responsibilities

Portfolio Management

• Assist in the design, construction, implementation, management, and monitoring of internally managed multi-asset, equity, and fixed-income portfolios
• Conduct portfolio analytics, performance attribution, risk analysis, rebalancing reviews, and investment implementation activities
• Research securities, funds, ETFs, and other investment vehicles for inclusion in Wealth Solutions portfolios
• Monitor portfolio holdings, market developments, and investment exposures to ensure alignment with portfolio objectives

Investment Due Diligence

• Conduct research and due diligence on third-party managers and investment strategies across traditional asset classes
• Evaluate managers based on investment philosophy, process, personnel, performance, risk management, and operational characteristics
• Assist in the evaluation, selection, and monitoring of alternative investment opportunities, including private equity, private credit, real assets, hedge funds, and structured solutions
• Maintain manager research files, due diligence reports, and ongoing monitoring materials

High Net Worth Consulting

• Partner with advisors serving high-net-worth clients and institutions by developing customized portfolio solutions tailored to client objectives, liquidity needs, tax considerations, risk tolerance, and existing asset holdings
• Analyze and recommend tax-aware investment strategies, including asset location, gain management, and concentrated position solutions
• Assist advisors with complex investment situations, including concentrated stock positions, legacy holdings, low-cost-basis assets, liquidity events, and other specialized portfolio challenges
• Provide enhanced portfolio oversight through ongoing monitoring, asset allocation guidance, manager selection, investment due diligence, and risk management support for larger and more sophisticated client relationships

Additional Responsibilities

• Support advisor education and communication efforts
• Partner with advisors to evaluate existing and prospective client portfolios and identify opportunities to improve portfolio construction, diversification, risk management, and investment outcomes. Prepare supporting materials as requested
• Respond to advisor requests and participate in advisor and manager meetings as requested
• Prepare reports, analyses, and meeting materials…