Portfolio Manager

2 weeks ago


Franklin, United States Insight Global Full time

Insight Global's client in Franklin, TN is looking for a purpose driven Portfolio Manager to join their team. The Portfolio Manager is a critical position within our organization. They will work directly with our Advisors, to manage our client portfolios. This will be on onsite role working very collaboratively with other employees and clients working 8:30-5pm. The salary commensurate with experience, plus 401k benefits with company 401(k) eligibility after 6 months of employment with 3% employer contribution.

Job Responsibilities:

Portfolio Management

* Evaluating financial risks and preparing financial forecasts for clients

* Planning cash flows and assessing the clients' investment performance

* Analyzing investment projects

* Developing and implementing tools for analyzing financial portfolios

* Investment analysis

* Financial planning

* Risk management

* Financial reporting

Content Management & Client Communications

* Curate Whitepapers, Presentations, and Collateral Needed for Client Projects

* Assist with Business Database Management and Reports

* Manage Investment Specific Content & Client Communications

Advisor Support

* Monthly Investment Report

* Special Projects Assistance, as needed

o Experience with InvestNet, E-money, Black Diamond

o CFA Candidate
o Series 7 License

o Technical expertise to advance company's industry knowledge and clients portfolios

o High EQ (ability to take data that's heavy, digest it, and put it into layman's terms)



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