Portfolio Manager

Portfolio Manager 

Join a global savings and investments technology provider on a mission to transform retirement, savings, and financial well-being around the world. We partner with financial institutions and advisers to deliver user-centered retirement savings and income solutions that are digital, customized, and cost-efficient.

Location: This position is based on-site in Athens, GA, (Relocation assistance is available).

Total Compensation: 200k (includes base and bonus)


Shift: 8am – 5pm (Hybrid schedule) 



The role:

This position requires significant knowledge of the retirement plan industry, investments, at least a bachelor’s degree in Finance and a Chartered Financial Analyst charter holder (started or planning to obtain). This person would be continuously collaborating with key stakeholders and have the opportunity to be a part of their Investment Committee.

What You’ll Do:

• Develop, implement, and maintain our clients proprietary Order Management System (OMS)
• Assemble and reconcile fund cash flow data for Insurance separate accounts and Collective Investment Trusts across multiple custodians and fund accountants
• Oversee middle-office trade settlements through all stages of trade lifecycle state using Omgeo DTCC products
• Supervise tactical and strategic asset allocations, build shares, and execute trades though high-tough and algo venues
• Review marketing documents and fact sheets on monthly basis for data accuracy, consistency, and transparency
  
  Collect, analyze, and prepare best execution records for quarterly for best execution committee meetings
• Compile pertinent material and metrics for our clients managed products to update or recommend potential changes to the Investment Committee.
• Gather, organize, and prepare regulatory filings
• Daily reconciliation and trading of fund accounts and Collective Investment Trust accounts
• Research market trends and applicable data to produce market commentaries

What You’ll Need:

• Bachelor’s degree required in Finance or related field
• 3+ years of portfolio management experience required
• Chartered Financial Analyst (started and/or planning to obtain CFA) 
• Proficient in Microsoft Office Products
• Ability to take initiative using strong problem solving skills
• Strong communication skills with the ability to tailor approach and style based on various audiences
• Expertise in analysis, monitoring and structuring

What’s in it For You:

• A chance to work for a great mission with great people in a great culture.
• Healthcare Insurance, including Medical, Dental and Vision
• 401(k) with 6% company match
• 15 days vacation per year
• 11 NYSE holidays
• 10 days paid sick time
• Accident Insurance
• Short Term and Long-Term Disability Insurance
• Employer-paid life insurance
• 5 week sabbatical after 5 years of service
• 3 months of paid parental leave, after 1 year of service