Portfolio Manager

Lead Advisor is a wealth management consulting firm and search firm. This role is for a client, a wealth management firm in Evansville.

Our client is a comprehensive financial planning firm seeking a Portfolio Manager. This professional will oversee the implementation of the firm's portfolio-management strategies and proprietary investment models while serving as an internal resource for complex investment and financial-planning questions. The ideal candidate combines investment expertise, analytical curiosity, sound judgment, and the ability to translate complicated research into clear, practical guidance for Financial Advisors and clients.

As a member of the collaborative 17-person team, this professional will work closely with the firm’s Investment Committee, Financial Advisors, and operations team to deliver thoughtful, coordinated solutions for clients.

• Manage client portfolios in accordance with Investment Committee guidance and each client's Investment Policy Statement
• Monitor model allocations, holdings, drift, cash positions, and implementation consistency
• Oversee trading in client accounts to invest or raise cash, rebalance portfolios, and execute tax-loss harvesting strategies
• Develop and maintain systems for efficiently meeting clients' portfolio-income and distribution needs
• Develop, document, and implement portfolio-transition plans for applicable clients
• Monitor capital-call notices and coordinate timely funding on behalf of clients with alternative investments
• Monitor investment holdings and communicate relevant position, performance, and strategy updates to Financial Advisors
• Conduct due diligence calls and research potential separately managed account and alternative investment opportunities
• Research complex investment strategies applicable to individual clients' situations
• Recommend changes to proprietary models for consideration by the Investment Committee based on research, market conditions, product changes, and client needs

• Partner with Financial Advisors to identify, research, and resolve complex investment and financial-planning questions arising from client situations
• Break down complex client circumstances, identify the relevant variables, evaluate potential solutions, and communicate clear conclusions and recommendations
• Conduct scenario analysis involving investment allocation, taxation, concentrated positions, retirement distributions, cash-flow needs, and other planning considerations
• Develop reusable resources, frameworks, and processes based on recurring client questions and planning needs
• Serve as a subject-matter expert in client meetings regarding firm's proprietary models, investment strategies, and specific investment opportunities
• Develop expertise in modeling and present complex financial-planning strategies using the firm's proprietary planning software

• Understand and support the firm's vision, mission, and strategy
• Complete strategic initiatives and projects assigned by firm and/or Practice Manager

Required:

• Attainment of Series 7 & 63 within 6 months of employment (costs covered by employer)

Preferred:

• Five or more years of relevant experience in portfolio management, investment research, wealth management, financial planning, or a related field
• Strong understanding of asset allocation, portfolio construction, investment taxation, rebalancing, and risk management
• Experience evaluating mutual funds, exchange-traded funds, separately managed accounts, and alternative investments
• Proficiency with portfolio-management, financial-planning, reporting, and spreadsheet software
• Strong organizational and time management skills
• Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
• Ability to maintain a high degree of accuracy in handling detailed work
• Ability to multi-task, prioritize, and meet deadlines
• Ability to maintain confidentiality
• Ability to work independently and as a part of a team

• Trust:
  Consistent ability to build and maintain trust with clients and coworkers
• Integrity:
  An unyielding dedication to high character and ethics. Conviction to put clients' interests first.
• Service: A high standard of care for clients. Humility to listen intently to the client and act on their behalf.
• Intentionality:
  Thoughtful, thorough, and deliberate in advice and actions
• Knowledge: A commitment to ongoing learning, including staying current on financial news, laws, and the…