Job Description
Working Hours: 9 AM – 5 PM EST (Full-time)
Location: Asheville, North Carolina (On-site)
About YouThe Senior Investment Analyst | Portfolio Manager role is a vital part of our growing investment team. This individual will work closely with other members of the Investment Committee to analyze data, research investments, and communicate information and processes to our team and clients. This role will also be responsible for all firm trading as directed by the financial advisors. While this is not a client-facing position, the person could field calls about accounts. It is an integral team role involving coordinating and communicating with many coworkers on various teams. A person in this role should love technology and enjoy digging into the latest quarterly updates in the portfolio management system as they occur to ensure best practices and create efficiencies
Responsibilities.Gather and analyze investment data, reporting progress to the team.
Prepare and follow up on investment committee meetings.
Analyze U.S. and international fixed income and equity markets.
Identify new investments through quantitative and qualitative analysis.
Support financial advisors and research team with ad-hoc requests.
Conduct investment research for new clients and develop transition plans.
Create portfolio recommendations aligned with financial planning.
Assist in investment reviews for upcoming client meetings.
Manage accounts and models in Orion and Salesforce.
Optimize Orion usage, improving reports and deliverables
Lead quarterly investment report distribution to clients.
Recommend and update insurance sub-account portfolios.
Support insurance and annuity sub-account reviews.
Complete compliance tasks (e.g., quarterly MF reviews, SEC filings).
Monitor portfolio drift at the household and account levels.
Assist in the monthly client billing process.
Monitor custodial alerts and manage time-sensitive transactions.
Execute trades across stocks, bonds, ETFs, mutual funds, SMAs, CDs, and more.
Support portfolio rebalancing and realignment.
Set systematic parameters for cash needs and investment transitions.
Purchase individual bonds as needed.
Maintain accurate investment model data in Orion.
Review and approve Trade Blotters.
Ensure at least one team member is available during trading hours.
Proactive mindset with strong problem-solving skills.
Passion for technology in a Windows environment.
Detail-oriented, process-driven, and self-motivated.
Team player with a willingness to learn.
Associate’s degree (required); Bachelor’s degree or higher (preferred).
CFP® or CFA designation (completed or in progress).
5+ years of relevant work experience.
Experience in financial services or client support with a strong interest in investments.
CFP® who prefers a non-client-facing role.
Passion for technology with experience in investments/operations.
Background in investments or finance seeking a career shift.
Familiarity with Y-Charts, Orion, eMoney, Morningstar, or similar tools.
...the industry or have years behind the chairgreat opportunities await!! Up to a $1000 sign on bonus for experienced barbers and stylists! Come join THE FUN SALONS! Great Clips offers the most professional and profitable place in Amarillo for stylists and barbers! We...
...the need for more individuals to be a part of our team. Come join our team and be a beacon of comfort for your community!! DOMINO'S PIZZA - ABOUT THE JOB You got game? You got spring in your step? You want the best job in the world! And schedules that work with you...
Job Description Job Description We are looking for fun, vibrant, and hard-working team members to join our team. If you've got a desire to help people, work in a fast-paced environment, and be a part of a team this could be a great fit for you. For more information...
...Real Estate Intern Weitzman is the most respected provider of retail real estate services in Texas. Our team provides a full range of... ...general brokerage, property management, asset management and development services. We operate exclusively in Texas' major markets:...
...What's the role Primary responsibilities include supporting Shell Energy Regulatory Affairs team through participation in federal and regional regulatory agency processes and proceedings, communicating regulation changes and impacts to facilitate commercial transactions...