Portfolio Manager - StoneX Wealth Management

StoneX Group•Mountain Brook, AL

About The Position

The Portfolio Manager serves as a key member of the Wealth Solutions Team, responsible for portfolio construction, investment research, manager due diligence, alternative investment analysis, and advisor support. The role partners with financial advisors to deliver investment solutions, evaluate client portfolios, support prospect opportunities, and contribute to the development and oversight of Wealth Solutions investment offerings.

Requirements

Bachelor's degree in Finance, Economics, Accounting, or a related field preferred
Commitment to ongoing professional development and continuing education
Three to five (or more) years of experience in portfolio management, investment research, due diligence, wealth management, or a related investment role preferred
Demonstrated knowledge of portfolio construction, asset allocation, manager due diligence, and investment markets
Strong analytical, quantitative, and problem-solving skills with exceptional attention to detail
Ability to communicate complex investment concepts effectively to advisors, clients, and internal stakeholders
Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
Proven ability to work collaboratively within a team-oriented environment and contribute to investment decision-making processes
Proficiency with Microsoft Excel, Bloomberg, and investment analytics tools; experience with portfolio management, research, and reporting systems preferred
Professional demeanor, positive attitude, and a commitment to delivering a high level of service to advisors and clients
Must be authorized to work in the United States for any employer

Nice To Haves

CFA Charterholder preferred
candidates with significant investment management experience and a Series 65 license will also be considered

Responsibilities

Assist in the design, construction, implementation, management, and monitoring of internally managed multi-asset, equity, and fixed-income portfolios
Conduct portfolio analytics, performance attribution, risk analysis, rebalancing reviews, and investment implementation activities
Research securities, funds, ETFs, and other investment vehicles for inclusion in Wealth Solutions portfolios
Monitor portfolio holdings, market developments, and investment exposures to ensure alignment with portfolio objectives
Conduct research and due diligence on third-party managers and investment strategies across traditional asset classes
Evaluate managers based on investment philosophy, process, personnel, performance, risk management, and operational characteristics
Assist in the evaluation, selection, and monitoring of alternative investment opportunities, including private equity, private credit, real assets, hedge funds, and structured solutions
Maintain manager research files, due diligence reports, and ongoing monitoring materials
Partner with advisors serving high-net-worth clients and institutions by developing customized portfolio solutions tailored to client objectives, liquidity needs, tax considerations, risk tolerance, and existing asset holdings
Analyze and recommend tax-aware investment strategies, including asset location, gain management, and concentrated position solutions
Assist advisors with complex investment situations, including concentrated stock positions, legacy holdings, low-cost-basis assets, liquidity events, and other specialized portfolio challenges
Provide enhanced portfolio oversight through ongoing monitoring, asset allocation guidance, manager selection, investment due diligence, and risk management support for larger and more sophisticated client relationships
Support advisor education and communication efforts
Partner with advisors to evaluate existing and prospective client portfolios and identify opportunities to improve portfolio construction, diversification, risk management, and investment outcomes. Prepare supporting materials as requested
Respond to advisor requests and participate in advisor and manager meetings as requested
Prepare reports, analyses, and meeting materials for internal and external stakeholders
Maintain prompt and regular attendance
Perform additional duties and special projects as assigned