Portfolio Manager - StoneX Wealth Management

Responsibilities

• Assist in the design, construction, implementation, management, and monitoring of internally managed multi-asset, equity, and fixed-income portfolios
• Conduct portfolio analytics, performance attribution, risk analysis, rebalancing reviews, and investment implementation activities
• Research securities, funds, ETFs, and other investment vehicles for inclusion in Wealth Solutions portfolios
• Maintain manager research files, due diligence reports, and ongoing monitoring materials
• Monitor portfolio holdings, market developments, and investment exposures to ensure alignment with portfolio objectives
• Evaluate third-party managers and investment strategies across traditional asset classes
• Conduct research and due diligence on alternative investment opportunities, including private equity, private credit, real assets, hedge funds, and structured solutions
• Develop customized portfolio solutions tailored to client objectives, liquidity needs, tax considerations, risk tolerance, and existing asset holdings
• Analyze and recommend tax-aware investment strategies, including asset location, gain management, and concentrated position solutions
• Assist advisors with complex investment situations, including concentrated stock positions, legacy holdings, low-cost-basis assets, liquidity events, and other specialized portfolio challenges
• Provide enhanced portfolio oversight through ongoing monitoring, asset allocation guidance, manager selection, investment due diligence, and risk management support for larger and more sophisticated client relationships

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related field preferred
• CFA Charterholder preferred; candidates with significant investment management experience and a Series 65 license will also be considered
• Three to five (or more) years of experience in portfolio management, investment research, due diligence, wealth management, or a related investment role preferred
• Demonstrated knowledge of portfolio construction, asset allocation, manager due diligence, and investment markets
• Strong analytical, quantitative, and problem-solving skills with exceptional attention to detail
• Ability to communicate complex investment concepts effectively to advisors, clients, and internal stakeholders
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Proven ability to work collaboratively within a team-oriented environment and contribute to investment decision-making processes
• Proficiency with Microsoft Excel, Bloomberg, and investment analytics tools; experience with portfolio management, research, and reporting systems preferred