GSG Wealth Management is a comprehensive financial planning firm seeking a Portfolio Manager and Financial Analyst. In this role, the professional will implement our duty of care to clients by providing expertise in complex investment/planning and implementing our portfolio management strategies and processes. Along with 14 other members of the GSG team, this associate will ensure the continuation of an efficient, effective, and organized office. Specific responsibilities may include but are not limited to:
Portfolio Management Responsibilities
Manage client assets and portfolios as directed by Investment Committee and their IPS
Monitor daily investment allocations
Trade client accounts to raise or invest cash, rebalance, and perform tax loss harvesting
Monitor and create systems for clients taking income from their portfolios
Document, systemize, and implement transition plans for necessary clients
Send out Capital Calls on behalf of clients who are Accredited Investors and Qualified Purchasers
Summarize and relay updates on current positions to advisors
Research and Analysis Responsibilities
Perform research calls for new Separately Managed Account and Alternative Investment opportunities
Research complex investment strategies applicable to individual clients situations
Based on research, make recommendations on advisory services, investment products, and suitability to Investment Committee
Create financial plans through PX (NM's proprietary planning software)
Understand and be able to demonstrate complex financial planning solutions in PX
Team Responsibilities
Understand and support the firm's vision, mission and strategy
Complete strategic initiatives and projects as assigned by GSG Partners and/or Practice Manager
Qualifications and Expectations
Preferred Education:
Bachelor's degree in Business, Finance, or related field and/or appropriate designations in financial industry
Series 7 and 63 registrations
5+ years relevant experience
Strong organizational and time management skills
Ability to maintain a high degree of accuracy in handling detailed work
Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
Ability to multi-task, prioritize, and meet deadlines
Ability to maintain confidentiality
Ability to work independently and as a part of a team
Characteristics
Trust: Consistent ability to build and maintain trust with clients and coworkers
Integrity: An unyielding dedication to high character and ethics. Conviction to put clients' interests first.
Service: A high standard of care for clients. Humility to listen intently to the client and act on their behalf.
Intentionality: Thoughtful, thorough, and deliberate in advice and actions
Knowledge: A commitment to ongoing learning, including staying current on financial news, laws, and the impacts to their clients