Portfolio Manager and Financial Analyst

4 weeks ago


Evansville, United States GSG Wealth Management Full time

General Responsibilities

GSG Wealth Management is a comprehensive financial planning firm seeking a Portfolio Manager and Financial Analyst. In this role, the professional will implement our duty of care to clients by providing expertise in complex investment/planning and implementing our portfolio management strategies and processes. Along with 14 other members of the GSG team, this associate will ensure the continuation of an efficient, effective, and organized office. Specific responsibilities may include but are not limited to:


Portfolio Management Responsibilities

  • Manage client assets and portfolios as directed by Investment Committee and their IPS
  • Monitor daily investment allocations
  • Trade client accounts to raise or invest cash, rebalance, and perform tax loss harvesting
  • Monitor and create systems for clients taking income from their portfolios
  • Document, systemize, and implement transition plans for necessary clients
  • Send out Capital Calls on behalf of clients who are Accredited Investors and Qualified Purchasers
  • Summarize and relay updates on current positions to advisors

Research and Analysis Responsibilities

  • Perform research calls for new Separately Managed Account and Alternative Investment opportunities
  • Research complex investment strategies applicable to individual clients situations
  • Based on research, make recommendations on advisory services, investment products, and suitability to Investment Committee
  • Create financial plans through PX (NM’s proprietary planning software)
  • Understand and be able to demonstrate complex financial planning solutions in PX

Team Responsibilities

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


Qualifications and Expectations

  • Preferred Education:
  • • • Bachelor’s degree in Business, Finance, or related field and/or appropriate designations in financial industry
  • • • Series 7 and 63 registrations
  • 5+ years relevant experience
  • Strong organizational and time management skills
  • Ability to maintain a high degree of accuracy in handling detailed work
  • Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
  • Ability to multi-task, prioritize, and meet deadlines
  • Ability to maintain confidentiality
  • Ability to work independently and as a part of a team


Characteristics

  • 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 impacts to their clients


  • Evansville, United States GSG Wealth Management Full time

    General ResponsibilitiesGSG Wealth Management is a comprehensive financial planning firm seeking a Portfolio Manager and Financial Analyst. In this role, the professional will implement our duty of care to clients by providing expertise in complex investment/planning and implementing our portfolio management strategies and processes. Along with 14 other...


  • Evansville, Indiana, United States COUNTRY Financial Full time

    We're seeking ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial products.COUNTRY Financial Business Owners have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve.The...


  • Evansville, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for our client. General Responsibilities Our client is a comprehensive financial planning firm seeking a Trading and Portfolio Manager. In this role, the professional will implement our duty of care to clients by providing expertise in complex investment/planning and...


  • Evansville, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for our client.General ResponsibilitiesOur client is a comprehensive financial planning firm seeking a Trading and Portfolio Manager. In this role, the professional will implement our duty of care to clients by providing expertise in complex investment/planning and implementing...


  • Evansville, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for our client.General ResponsibilitiesOur client is a comprehensive financial planning firm seeking a Trading and Portfolio Manager. In this role, the professional will implement our duty of care to clients by providing expertise in complex investment/planning and implementing...

  • Financial Analyst

    3 days ago


    Evansville, Indiana, United States Healthy Spaces Full time

    Position Overview:Healthy Spaces is in search of a dedicated and detail-oriented Financial Analyst to become a vital part of our Accounting and Finance division. In this role, the Financial Analyst will be tasked with maintaining the integrity of financial documentation, evaluating financial data, and generating comprehensive financial reports. This is a...


  • Evansville, Indiana, United States Ascension Full time

    Position OverviewAs a key member of the Finance department, the Financial Analyst will engage in comprehensive analysis and reporting related to financial operations.Department: FinanceSchedule: Full-Time: Monday-FridayLocation: Evansville, INBenefitsWe offer a range of benefits including:Paid time off (PTO)Various health insurance options and wellness...

  • Financial Analyst

    1 week ago


    Evansville, Indiana, United States Healthy Spaces Full time

    Job Overview:Healthy Spaces is in search of a dedicated and detail-oriented Financial Analyst to enhance our Accounting and Finance division. In this role, the Financial Analyst will play a crucial part in maintaining the integrity of financial documentation, evaluating financial metrics, and generating comprehensive financial statements. This position...


  • Evansville, Indiana, United States COUNTRY Financial Full time

    We're seeking ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial products and services.COUNTRY Financial Business Owners have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities...


  • Evansville, United States CenterPoint Energy Full time

    CenterPoint Energy and its predecessor companies have been in business for more than 150 years. Our Vision: Our vision is to become the most admired utility in the United States through the execution of our long-term growth strategy. We have an unwavering commitment to safely and reliably deliver electricity and natural gas to millions of people. Our...


  • Evansville, Indiana, United States Lead Advisor Full time

    About Lead Advisor, LLCLead Advisor, LLC is a distinguished consulting firm specializing in wealth management and investment strategies. We are currently in search of a proficient Investment Portfolio Strategist to join our esteemed client.Oversee client investment assets and portfolios as per directives from the Investment Committee and Investment Policy...

  • Credit Analyst

    5 days ago


    Evansville, United States Indiana Members Credit Union Full time

    Job DescriptionJob DescriptionSummary/objective Credit Analyst I is a self-motivated individual responsible for the production of commercial credit analysis for new and existing loans. In addition, they are equally as responsible for the management of the IMCU Commercial Services portfolio. They work closely with loan officers, borrowers, and IMCU personnel...


  • Evansville, United States OneMain Financial Full time

    OneMain is the largest non-bank lender in the United States, proudly serving millions of customers with safe, affordable and transparent installment loans. One of our critical and highly visible initiatives is building, scaling and maintaining industry-leading lending tech stack for credit and pricing, and data sciences to drive the best omni channel...


  • Evansville, Indiana, United States Jobot Full time

    Financial Operations Manager Needed We are seeking a skilled Financial Operations Manager to oversee our financial processes and ensure compliance with industry standards.About Us: We are a leading global manufacturer specializing in sustainable packaging solutions, committed to protecting the food supply chain.Key Responsibilities: - Analyze and report on...


  • Evansville, United States OneMain Financial Full time

    OneMain Financial is a successful and fast-growing financial services company. Due to company growth, we are looking for an experienced Senior Technology Project Manager to join our team. The Project Manager will be responsible for concurrently managing complex projects, focused on the implementation of technology to meet the business and operational needs...


  • Evansville, Indiana, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, our Customer CARE Advocates play a crucial role in assisting clients by understanding their needs and delivering effective solutions. This position offers an opportunity to learn the essential functions of our organization, paving the way for career advancement.Key ResponsibilitiesManage incoming and outgoing calls with a...


  • Evansville, Indiana, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, our Customer Support Specialists play a crucial role in understanding client needs and delivering effective solutions. This position offers an opportunity to learn the essential functions of our business, fostering career growth.Key ResponsibilitiesManage incoming and outgoing calls with a focus on quality and achieving...


  • Evansville, Indiana, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, our Customer CARE Advocates play a crucial role in assisting clients by understanding their needs and delivering effective solutions. This position offers a pathway for career advancement by providing insights into the fundamental operations of our business.Key ResponsibilitiesManage incoming and outgoing calls with a...


  • Evansville, United States OneMain Financial Full time

    OneMain Financial is a successful and fast-growing financial services company. Due to company growth, we are looking for an experienced Senior Technology Project Manager to join our team. The Project Manager will be responsible for concurrently managing complex projects, focused on the implementation of technology to meet the business and operational needs...


  • Evansville, Indiana, United States OneMain Financial Full time

    Company OverviewOneMain Financial is a dynamic and expanding financial services organization.Position SummaryWe are seeking a qualified Senior Technology Project Manager to oversee multiple complex projects that focus on the integration of technology to fulfill the operational and business requirements of the organization.Key Responsibilities1. Define...