What are the responsibilities and job description for the Portfolio Manager position at Southern Land Company?
Why Southern Land?
Our full-service company is comprised of planning, architecture, design, construction, marketing, and resident experience professionals—all in-house and working together every day to envision and create uniquely beautiful places.
Position Summary
Southern Land Company, a national real estate development and construction firm is seeking a full-time Portfolio Manager to join our dynamic team. The successful candidate will be able to work independently, in a fast-paced work environment.
The Portfolio Manager for a small family office oversees a complex investment portfolio and is designed for an individual who is both highly analytical and willing to roll up their sleeves to work directly in the details. This position is responsible for growing and protecting assets through customized strategies to meet long-term financial goals. This is an in-office position based at our corporate office in Nashville, TN, or our regional office in Manhattan with a work schedule of 30 hours per week. The salary range for this position is $125,000 to $150,000, based on experience.
Essential Functions
Southern Land Company believes that community is the heart of every successful development project. With that as our starting point, we create residential developments around the country that provide a generous, comfortable lifestyle to those that call them home. In support of our single family and multifamily projects, we also undertake key retail, office, and recreation developments to craft convenient, complete communities. We believe in big ideas and paying attention to every detail required to realize them.
We Have…
The above information is only an illustration of the general nature and level of work performed by the employee within this classification. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.
The job description does not constitute an employment agreement between the Company and employee and is subject to change by the Company as the needs of the Company and requirements of the job change.
#SLC1
Our full-service company is comprised of planning, architecture, design, construction, marketing, and resident experience professionals—all in-house and working together every day to envision and create uniquely beautiful places.
Position Summary
Southern Land Company, a national real estate development and construction firm is seeking a full-time Portfolio Manager to join our dynamic team. The successful candidate will be able to work independently, in a fast-paced work environment.
The Portfolio Manager for a small family office oversees a complex investment portfolio and is designed for an individual who is both highly analytical and willing to roll up their sleeves to work directly in the details. This position is responsible for growing and protecting assets through customized strategies to meet long-term financial goals. This is an in-office position based at our corporate office in Nashville, TN, or our regional office in Manhattan with a work schedule of 30 hours per week. The salary range for this position is $125,000 to $150,000, based on experience.
Essential Functions
- Serves as a liaison and proactively manage relationships with specialists (investment managers, accountants, tax advisors and attorneys), handling high-touch service to retain assets and ensure a cohesive strategy for asset protection.
- Review and analyze investment performance and reports, conduct research, and develop holistic wealth strategies, including portfolio management, retirement, estate, and philanthropic planning, and tax services, to ensure alignment with goals and risk tolerance.
- Prepare consolidated financial reports, track investment performance, and monitor expenses.
- Evaluate new financial, retirement, and estate plans and recommend investment strategies.
- Continuously improve investment analytics, modeling standards, and decision-support processes.
- Strong commitment to fiduciary duty and protecting client.
- Highly analytical with the ability to see both the forest and the trees.
- Strong judgment and solution-oriented approach to complex problems.
- Proven problem-solver with the ability to develop actionable recommendations.
- Excellent written and verbal communication skills.
- High integrity, sound judgment, attention to detail, and ability to operate independently in a fast-paced environment.
- Bachelor’s degree in Finance, Business, or a related discipline
- CFA, CFP or CPA
- Proficient in Microsoft Office Suite (Outlook, Excel, Word)
- 10 years of progressive experience in financial services, client services or wealth management
- Master’s degree in business administration, accounting, or finance
Southern Land Company believes that community is the heart of every successful development project. With that as our starting point, we create residential developments around the country that provide a generous, comfortable lifestyle to those that call them home. In support of our single family and multifamily projects, we also undertake key retail, office, and recreation developments to craft convenient, complete communities. We believe in big ideas and paying attention to every detail required to realize them.
We Have…
- A strong brand recognized for quality, performance, and artistry
- Guiding principles of creativity and innovation
- An open mind for new ideas and creative methods
- A strong compensation and benefits package, including health, vision, dental, 401k with a strong match and more!
The above information is only an illustration of the general nature and level of work performed by the employee within this classification. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.
The job description does not constitute an employment agreement between the Company and employee and is subject to change by the Company as the needs of the Company and requirements of the job change.
#SLC1
Salary : $125,000 - $150,000