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Portfolio Manager Assistant - Atlanta, United States - Spelman College
Description
The Portfolio Manager Assistant proactively assists Portfolio Manager(s) in all aspects of portfolio management and financial planning. Responsible for managing the administrative functions within each workgroup. This requires the ability to prioritize and delegate tasks with the Client Support Assistant.Essential functions of position:
Maintain a strong knowledge of client accounts and individual objectives
Ensure portfolio consistency with investment models for all client accounts
Recommend and implement solutions on the following subject matters:
Rebalance accounts based on investment objective
Cash levels and pace of investments
Non-representative accounts
Non-model securities as directed by Portfolio Manager
Process security purchase and sales and provide recommendations to Portfolio Manager
Must be familiar with model portfolios and investment rationale for each holding
Assist with client projects such as stock holding research, insurance policy assessments, income tax review and review of outside assets
Develop knowledge of estate planning, charitable giving and other similar investment approaches to assist clients with their Financial Plan.
Prospective client analysis
Participate on relevant teams, focusing on area of interest.
Ability to become a subject matter expert on relevant topics.
Maintain strong knowledge of all relevant software applications (CRM, Portfolio Management, eMoney, etc)
Assist Portfolio Manager(s) on client communications
Work closely with Client Support Assistant(s) to handle administrative tasks, client and prospect meeting preparations, and account transfer process
Professional development progress toward CFA or CFP is expected. Various duties and responsibilities that may be required by Portfolio Manager(s)
Preferred education and experience
Heart to serve clients
High level of positivity
Ability to work collaboratively
Four-year undergraduate degree (finance or business related preferred)
0-3+ years of industry related experience strongly preferred
Must be organized and detail oriented
Must be able to manage multiple projects simultaneously
Must have an interest in investments
Proficient in Excel and Word
Able to work in a team environment
Ability and willingness to learn
Must demonstrate a high level of initiative
Excellent communication skills (verbal and written)
Ability to represent Johnson Investment Counsel externally
Supervisory responsibility:
N/A
Work environment:
Temperature controlled, office environment
Physical demands:
Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements:
N/A
Work authorization/security clearance requirements:
United States Citizen or lawful permanent resident
EEO statement:
As an equal opportunity employer, Johnson Investment Counsel, Inc.
does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
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