Portfolio Manager - StoneX Wealth Management

Overview Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. Responsibilities The Portfolio Manager serves as a key member of the Wealth Solutions Team, responsible for portfolio construction, investment research, manager due diligence, alternative investment analysis, and advisor support. The role partners with financial advisors to deliver investment solutions, evaluate client portfolios, support prospect opportunities, and contribute to the development and oversight of Wealth Solutions investment offerings.Responsibilities Portfolio ManagementAssist in the design, construction, implementation, management, and monitoring of internally managed multi-asset, equity, and fixed-income portfoliosConduct portfolio analytics, performance attribution, risk analysis, rebalancing reviews, and investment implementation activitiesResearch securities, funds, ETFs, and other investment vehicles for inclusion in Wealth Solutions portfoliosMonitor portfolio holdings, market developments, and investment exposures to ensure alignment with portfolio objectivesInvestment Due DiligenceConduct research and due diligence on third-party managers and investment strategies across traditional asset classesEvaluate managers based on investment philosophy, process, personnel, performance, risk management, and operational characteristicsAssist in the evaluation, selection, and monitoring of alternative investment opportunities, including private equity, private credit, real assets, hedge funds, and structured solutionsMaintain manager research files, due diligence reports, and ongoing monitoring materialsHigh Net Worth ConsultingPartner with advisors serving high-net-worth clients and institutions by developing customized portfolio solutions tailored to client objectives, liquidity needs, tax considerations, risk tolerance, and existing asset holdingsAnalyze and recommend tax-aware investment strategies, including asset location, gain management, and concentrated position solutionsAssist advisors with complex investment situations, including concentrated stock positions, legacy holdings, low-cost-basis assets, liquidity events, and other specialized portfolio challengesProvide enhanced portfolio oversight through ongoing monitoring, asset allocation guidance, manager selection, investment due diligence, and risk management support for larger and more sophisticated client relationshipsAdditional ResponsibilitiesSupport advisor education and communication effortsPartner with advisors to evaluate existing and prospective client portfolios and identify opportunities to improve portfolio construction, diversification, risk management, and investment outcomes. Prepare supporting materials as requestedRespond to advisor requests and participate in advisor and manager meetings as requestedPrepare reports, analyses, and meeting materials for internal and external stakeholdersMaintain prompt and regular attendancePerform additional duties and special projects as assigned Qualifications Bachelor's degree in Finance, Economics, Accounting, or a related field preferredCommitment to ongoing professional development and continuing educationCFA Charterholder preferred; candidates with significant investment management experience and a Series 65 license will also be consideredThree to five (or more) years of experience in portfolio management, investment research, due diligence, wealth management, or a related investment role preferredDemonstrated knowledge of portfolio construction, asset allocation, manager due diligence, and investment marketsStrong analytical, quantitative, and problem-solving skills with exceptional attention to detailAbility to communicate complex investment concepts effectively to advisors, clients, and internal stakeholdersStrong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environmentProven ability to work collaboratively within a team-oriented environment and contribute to investment decision-making processesProficiency with Microsoft Excel, Bloomberg, and investment analytics tools; experience with portfolio management, research, and reporting systems preferredProfessional demeanor, positive attitude, and a commitment to delivering a high level of service to advisors and clientsMust be authorized to work in the United States for any employer #LI-TA1Job SummaryCategory (Portal Searching): Sales & TradingPosition Type (Portal Searching): Experienced Professional