Portfolio Manager (Private Wealth Management)
About The Position
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Portfolio Manager to their Investment Team at Advus Financial Partners in their Winter Park, FL office. Job Summary: We are seeking an experienced Portfolio Manager to join our investment team. This senior-level role will be responsible for designing and implementing asset allocation strategies, leading investment manager due diligence, monitoring and trading client portfolios, and contributing thought leadership on market trends and economic developments. The ideal candidate will bring strong analytical skills, a passion for markets, and a commitment to delivering superior client outcomes.
Requirements
- Bachelor's degree in Finance, Economics, Accounting, or a related field; advanced degree preferred.
- CFA designation strongly preferred or significant progress toward completion.
- 5+ years of experience in financial services, preferably in portfolio management, investment research, or related roles. Proven ability to design asset allocation strategies and manage multi-asset portfolios.
- Strong understanding of investment products, financial planning principles, and trading operations.
- Proficiency in Microsoft Excel and other Office applications. Proficiency with investment analytics platforms such as Morningstar Direct or similar tools.
- Familiarity with CRM systems and portfolio management software.
- Excellent analytical, written, and communication skills.
- Ability to work independently and collaboratively in a fast-paced environment.
Responsibilities
- Develop and maintain strategic and tactical asset allocation models across multiple risk profiles.
- Lead the evaluation and selection of investment managers and strategies across multiple asset classes. Prepare and present due diligence reports to the investment committee.
- Monitor client portfolios for adherence to investment policy statements and risk parameters. Execute trades and rebalance portfolios as needed to maintain target allocations.
- Produce market commentary, white papers, and client-facing insights on current events and investment themes. Participate in client meetings to explain portfolio positioning and performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Insurance Carriers and Related Activities
Number of Employees
1,001-5,000 employees
