
Malone
To Apply for this Job Click Here
Job ID: 356082
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
Malone is an equal opportunity employer
467
KY, Louisville
louisville, kentucky
Louisville, Kentucky
kentucky louisville,
Kentucky Louisville
louisville kentucky
louisville kentucky
louisville, kentucky
GA, Watkinsville
watkinsville, georgia
Watkinsville, Georgia
georgia watkinsville,
Georgia Watkinsville
watkinsville georgia
watkinsville georgia
watkinsville, georgia
Kentucky Louisville