KMA Human Resources Consulting

Assistant Portfolio Manager

KMA Human Resources Consulting

full-time

Posted on:

Location Type: Hybrid

Location: Portland • Maine • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $80,000 per year

About the role

  • Understands and advises clients on objectives, risk tolerance, asset allocation and the role of each asset in client portfolios
  • Experience with Envestnet’s Tamarac Reporting, Tamarac Trading, CRM and MoneyGuide Pro planning software
  • Manage new account openings and account closings
  • Properly identify and categorize new securities.
  • Maintain rebalancing standards – ensuring clients participate in model trades or are working towards clients’ long term target allocation.
  • Work with CAs to design and produce client materials.
  • Ability to discuss financial planning strategies via MoneyGuide Pro software.
  • Work with CAs on allocation recommendations and rebalancing plans, preparing proposals for review by the CAs, which may include recommendations for legacy holdings in the account
  • Maintains a high level of collaboration with investment research and relationship team
  • **

Requirements

  • Strong knowledge and experience in Excel, Word and Power Point
  • Experience with MoneyGuide Pro or other financial planning software
  • Requires knowledge and interest in securities and can speak about the market, our models and performance.
  • Ability to prioritize and juggle jobs throughout the day and week and communicate with Portfolio Management (PM), CA and Research teams in a clear and timely way
  • Experience with Tamarac preferred
  • Some portfolio management/allocation experience
  • Bachelor’s degree in related field
Benefits
  • Free parking near office in Portland
  • Competitive annual salary, range begins at $80k
  • Annual bonus opportunity based on individual, team, and company performance
  • Health coverage, dental and vision coverage through a flex plan
  • Health Insurance Flex Dollar bonus given annually
  • Hybrid work schedule (3 office days, 2 work from home days per week)
  • Two retirement plans (401k and ESOP)
  • Cell phone reimbursement
  • Business casual dress code
  • Annual salary reviews
  • A collaborative team and a fun work environment with plenty of autonomy and career growth
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
ExcelWordPowerPointTamarac ReportingTamarac TradingCRMMoneyGuide Proportfolio managementasset allocationsecurities analysis
Soft Skills
communicationcollaborationprioritizationtime management