Portfolio Manager

1 week ago

Beachwood, Ohio, United States Stratos Wealth Partners Full time
Job Description

We are seeking a highly motivated and detail-oriented Portfolio Manager to join our team at Stratos Wealth Partners. The ideal candidate will have 1+ years of related trading experience, preferably with an RIA, wealth management firm, or investment services firm.

Responsibilities:
  • Account Trading:
  • Proactively oversee all trading functions including trading individual accounts, block trading, order entry, order management, trade confirmation, and reconciliation.
  • Monitor account allocations, cash levels, and individual positions relative to allocation strategies and models for accuracy and drift.
  • Creation and processing of trade tickets; confirmation of trade execution and account positions. Maintenance of books and records related to all trading functions.
  • Responsible for monitoring all trading activity and performing various account reconciliations based on drift.
  • Client (Advisor) Development and Servicing:
  • Develop an overall understanding of Fundamentum's assigned client's investment strategies/products to best service the customer.
  • Support client inquiries and resolution of client issues pertaining to trading and/or portfolios including pre-trade impact analysis and investment model alignments.
  • Support current and new business development by participating/presenting in client-facing meetings, new advisor/acquisition onboarding sessions, and broader market update sessions.
  • Operations / Account Maintenance:
  • Oversight of account setup and maintenance of client demographic data, investment model assignments, and alignment to target investment models/portfolios.
  • Audits of account setup data/parameters in the trade order management system.
  • Maintenance of several financial and custodial systems, Dashboard, automated spreadsheets, and database applications as assigned and required.
Requirements:
  • Bachelor's degree, preferably with a concentration in Business or related field (equivalent education/experience will be considered).
  • Familiarity with fixed income management - bond laddering, duration management, and security selection.
  • Proficiency using MS Office (Excel & PowerPoint).
  • Exposure to Orion/Eclipse trading software.
  • Exposure to various custodial platforms (Fidelity, Schwab, and LPL).
Compensation:

$60,000 - $80,000 per year, depending on experience.

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