What are the responsibilities and job description for the Portfolio Manager (Private Wealth Management) position at Foundation Risk Partners?
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.
Essential Functions:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
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.
Essential Functions:
- Asset Allocation & Strategy
- Develop and maintain strategic and tactical asset allocation models across multiple risk profiles.
- Manager Due Diligence
- Lead the evaluation and selection of investment managers and strategies across multiple asset classes. Prepare and present due diligence reports to the investment committee.
- Portfolio Management & Trading
- Monitor client portfolios for adherence to investment policy statements and risk parameters. Execute trades and rebalance portfolios as needed to maintain target allocations.
- Thought Leadership
- 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.
- 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.
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!