Strategic Portfolio Manager and Financial Analyst

5 days ago

Evansville, Indiana, United States GSG Wealth Management Full time

Job Summary

GSG Wealth Management is a comprehensive financial planning firm seeking a skilled professional to implement our duty of care to clients by providing expertise in complex investment and planning strategies. In this role, the professional will work closely with the Investment Committee to manage client assets and portfolios, monitor daily investment allocations, and perform tax loss harvesting.

Key Responsibilities

  • Manage client assets and portfolios as directed by the Investment Committee and their Investment Policy Statement (IPS)
  • 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 the Investment Committee

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 the 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

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