Portfolio Manager - Tipton Agency

Portfolio Manager

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy Financial Planning firm is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day.

If you are looking for an amazing career opportunity in a fast-paced environment, please apply today! The below job description outlines the responsibilities for the Portfolio Manager position!

Minimum Requirements:

• 4+ years of administrative office experience in a fast-paced environment
• Financial Industry experience required
• Intermediate to advanced skills with MS Office Suite, specifically Excel
• Desire to obtain long-term employment
• MUST HAVE SERIES 65 OR LIFE, HEALTH, AND ANNUITITES LICENSE

This position requires that you possess the following skills:

• Ability to prioritize projects and manage time
• Ability to demonstrate persistence to achieve quality
• Strong organizational skills, detail oriented, proactive, and resourceful
• Friendly, professional phone manner and enjoys working with a variety of clients
• Reliable with exceptional work ethic
• Demonstrate maturity and poise under pressure
• Flexibility to contribute as part of a team as well as independently working with a variety of clients
• Proven ability to manage a large volume of projects at a time
• Experience working with financial modeling
• Ability to take complex analyses, summarize at an executive level, and make sound recommendations
• Demonstrate success in managing detail-oriented projects with the ability to creatively problem solve

Job Responsibilities:

• Develop metrics-based management and reporting to manage and measure effectiveness of investments, acquisition due diligence, and integration functions
• Coordinate with Advisor on quarterly reporting requirements
• Compliance, RIA operations
• Manage multiple joint venture investment relationships
• Manage tracking required financial/performance data on a monthly and quarterly basis
• Assist Advisor to establish and/or refine business strategy to improve investment portfolio performance; this responsibility includes planning and capital management at an enterprise level
• Assist Team with acquisition due diligence for real estate and operating company investments

Presented by The Tipton Agency

Partnered with a prominent national brokerage firm, TA eliminates barriers and offers robust support, enabling every agent to achieve success by adhering to a step-by-step, proven process. As a rapidly expanding independent agency, TA is dedicated to delivering diverse life insurance, retirement solutions, and annuity options at competitive rates tailored to meet each family's unique needs. Our licensed representatives operate as independent brokers, equipped with resources to safeguard families through every life stage. TA provides its agents with cutting-edge, proprietary technology and extensive training.

If you feel that you have the skills it takes for the position responsibilities listed, please apply today!