Portfolio Specialist

Description

Drive Precision, Deliver Impact — Shape Investment Success for High-Net-Worth Clients

Annex Wealth Management – Know the Difference

Join Our Growing Team at our Headquarters in Brookfield, WI! (On-site gym)!

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

At Annex Wealth Management, our values aren’t just words – they guide how we work every day:

• Knowledge
• Accountability
• Integrity
• Courage
• Respect
• Ownership
  
  

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.

About The Role

Crucial for delivering tailored investment success to high-net-worth clients; the Portfolio Specialist manages and executes customized investment strategies. This role involves building, monitoring, and implementing investment strategies using trading and portfolio management tools, collaborating with Investment Operations and Wealth Management teams to meet client financial goals. They will develop tailored proposals, support account transitions, and ensure trading aligns with client objectives, requiring a deep understanding of financial markets and technology within a dynamic, fast-paced environment.

What You'll Be Doing

• Portfolio Management & Monitoring - Build and utilize internal portfolio monitoring tools to track allocations and ensure alignment with client objectives. Conduct ongoing portfolio analysis to maintain strategic consistency.
• Client Proposals & Transitions - Assist in crafting investment proposals and transition plans. Support seamless onboarding and portfolio shifts for new and existing clients
• Trading & Execution - Coordinate with trading team for efficient execution across asset classes. Monitor accounts and adjust portfolios based on market conditions and client needs.
• Collaboration & Internal Support - Present in client/prospect meetings as needed. Partner with internal teams to refine strategies and explore market opportunities. Contribute to multi-asset strategy development for clients with unique needs.
• Ongoing Education & Market Insights - Stay informed on global markets and macroeconomic trends. Educate internal teams on portfolio strategies and investment opportunities
• Risk Management & Compliance - Maintain awareness of risk metrics and regulatory requirements. Proactively identify and address potential risks.
  
  

Requirements

What You’ll Need to Succeed

• Education: Bachelor’s degree in finance, economics, or related field (CFA, CFP, or other certifications a plus)
• Experience: 3 or more years of experience in portfolio management, trading, or related roles, with a focus on high-net-worth clients and customized portfolios. Strong understanding of financial markets
• Tools & Technical Skills: Experience with portfolio monitoring tools, trading platforms, and research tools:
• Trading/Reporting and Monitoring: Experience with some or all of the following - Eze, Black Diamond, Envestnet, Orion, Tamarac
• Research Experience with some or all of the following - Bloomberg, FactSet, Morningstar Direct, YCharts
• Proficiency in Microsoft Excel, experience building internal tools and working with larger data sets
• Communication & Collaboration
• Excellent communication skills, both written and verbal, with the ability to clearly present complex investment concepts
• Strong attention to detail, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment
• Ability to work independently and as part of a collaborative team, with a commitment to high levels of client service and satisfaction
  
  

Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This Includes a Comprehensive Suite Of

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development
• Summer hours
  
  

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.