Portfolio Manager
Apply NowCompany: Dynasty Financial Partners
Location: Saint Petersburg, FL 33710
Description:
The Dynasty Investment Team is responsible for the delivery and servicing of the investment platform to the Dynasty network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. The incumbent will be integral to the investment management arm of the business.
RESPONSIBILITIES:
Contribute to research and portfolio management of Dynasty's Outsourced CIO portfolios and proprietary models
Conduct due diligence on investment strategies that may be used by the Investment Team across the portfolios it manages
Strong understanding of the Capital Markets and be able to use this knowledge to inform investment decisions
Construct portfolios and perform portfolio analysis and attribution on model portfolios
Serve as the primary point of contact for clients, providing timely updates, insights, and solutions to address their investment needs
Driving platform utilization amongst Network Advisors across multiple product sets including SMA, Alternative Investments, and Capital Markets
Handling inbound investment related requests from Dynasty's network of Advisors
Assisting in the investment transition process for new firms joining the network with a focus on platform utilization
Leading and supporting team analysis on a variety of investment research, asset allocation, and capital markets issues
Performing portfolio/asset allocation reviews and running manager comparisons to support network firms in prospecting new business
Analyzing new investment strategies and approaches
Requirements
QUALIFICATIONS:
CFA Charterholder or progress toward CFA Charter preferred. Achievement of or progress toward MBA, CIMA, or CAIA designations a plus, but not required.
5 to 7 years of relevant experience managing global asset allocation portfolios for a wide range of clients.
Understanding of portfolio management, portfolio analysis, and attribution
Solid understanding of financial markets, investment products, and capital markets
Strong communication and interpersonal service skills
Excellent writing, presentation, and organizational skills
Excel and PowerPoint experience required
Experience with financial industry software and analytical tools, such as YCharts, Morningstar Direct, Zephyr, or Bloomberg is preferred
Detail oriented and thorough in completing projects/tasks
Intellectual curiosity and critical thinking skills
Must have initiative and ability to complete tasks with minimal supervision
Interest in working in a team environment with a willingness to pitch in where needed
BENEFITS
Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance
EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
RESPONSIBILITIES:
Contribute to research and portfolio management of Dynasty's Outsourced CIO portfolios and proprietary models
Conduct due diligence on investment strategies that may be used by the Investment Team across the portfolios it manages
Strong understanding of the Capital Markets and be able to use this knowledge to inform investment decisions
Construct portfolios and perform portfolio analysis and attribution on model portfolios
Serve as the primary point of contact for clients, providing timely updates, insights, and solutions to address their investment needs
Driving platform utilization amongst Network Advisors across multiple product sets including SMA, Alternative Investments, and Capital Markets
Handling inbound investment related requests from Dynasty's network of Advisors
Assisting in the investment transition process for new firms joining the network with a focus on platform utilization
Leading and supporting team analysis on a variety of investment research, asset allocation, and capital markets issues
Performing portfolio/asset allocation reviews and running manager comparisons to support network firms in prospecting new business
Analyzing new investment strategies and approaches
Requirements
QUALIFICATIONS:
CFA Charterholder or progress toward CFA Charter preferred. Achievement of or progress toward MBA, CIMA, or CAIA designations a plus, but not required.
5 to 7 years of relevant experience managing global asset allocation portfolios for a wide range of clients.
Understanding of portfolio management, portfolio analysis, and attribution
Solid understanding of financial markets, investment products, and capital markets
Strong communication and interpersonal service skills
Excellent writing, presentation, and organizational skills
Excel and PowerPoint experience required
Experience with financial industry software and analytical tools, such as YCharts, Morningstar Direct, Zephyr, or Bloomberg is preferred
Detail oriented and thorough in completing projects/tasks
Intellectual curiosity and critical thinking skills
Must have initiative and ability to complete tasks with minimal supervision
Interest in working in a team environment with a willingness to pitch in where needed
BENEFITS
Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance
EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.