Portfolio Consultant

🕒 Outubro 15

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $76.500 - $90.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💼 Consultor

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Mercer Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1985

🛡️ Seguros

💼 Consultoria

💳 Fintech

Insurance • Consulting • Fintech

A Mercer Advisors é uma empresa de consultoria financeira abrangente que se concentra em simplificar e ampliar a vida financeira dos clientes. Eles oferecem um serviço de estilo family office, proporcionando uma equipe unificada de planejadores financeiros, investidores, contadores e especialistas em patrimônio que elaboram planos financeiros personalizados para as necessidades individuais. Com mais de 40 anos de experiência, a empresa enfatiza um serviço personalizado, focado em fiduciário, sem comprometer a gestão de portfólio em nível institucional, tornando-o acessível para famílias e indivíduos que buscam melhorar seu futuro financeiro.

Descrição

• Drive investment management services for Wealth Advisors • Serve as a main point of contact for investment and portfolio management • Consult with Advisors on portfolio strategy and objectives • Ensure accurate completion of investment implementations • Support newly acquired firms assimilating to the investment platform and models • Develop investment deliverables for prospective clients to support organic growth • Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments • Communicate investment philosophy and available investment strategies • Provide proactive, timely status updates on portfolio implementations • Deliver investment strategies and implementations for Wealth Advisor Teams • Lead presentations on investment topics • Support new Portfolio Consultants in developing investment platform competencies • Apply knowledge of capital markets and portfolio design and management • Match Advisor implementation goals with available investment strategies • Work with complex investment vehicles, models, and platforms, including public and private markets • Draft, support, and audit analytics, proposals, and deliverables • Troubleshoot portfolio inquiries and coordinate process improvements • Manage standardized workflows and investment processes • Manage concurrent portfolio implementations to meet or exceed Service Level Agreements • Audit implementations against target portfolio objectives • Lead training for new hires

🎯 Requisitos

• Bachelor's degree from an accredited institution preferred, preferably Business, Economics, Psychology, or Finance related • CFP® and/or Series 65 required • CFA or advanced degree preferred • Minimum 3 years of financial industry related experience • Working knowledge of Orion and Morningstar preferred • Advanced knowledge of MS Excel, including advanced data analytics, preferred • Strong problem-solving experience and skills • Excellent analytical and organizational skills • Strong written and verbal communication skills and highly collaborative approach • Organized and detail oriented • Ability to manage and prioritize multiple tasks • Availability during Monday-Friday, 8AM-5PM standard business hours, with occasional early or late hours • Dedicated home office workspace free of interruptions or professional office environment • Ability to travel up to 10% of the time

🏖️ Benefícios

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans, including two High Deductible Health Plans and a Traditional Co-Pay medical plan • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care • 14 Company Paid Holidays including a full week off at Thanksgiving • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, supplemental STD, and Parental Leave • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing • Incentive compensation eligibility

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