Portfolio Manager
MONECO Advisors is a holistic financial services firm based in Fairfield and New Canaan, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry and its success is rooted in its strong culture. MONECO is looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept.
The Portfolio Manager will be responsible for directing all aspects of our firm’s investment programs to help our clients protect, preserve, and grow their wealth. The position will implement the firm’s investment strategies using sleeves and models for advisor portfolio construction and foster investment knowledge among teammates. This role needs to have excellent written and verbal communication skills with high attention to detail and commitment to personal excellence.
This position has four primary areas of responsibility:
- Portfolio Construction: Establish, communicate, and execute on the overall investment strategy for our client portfolios by working with the firm’s Asset Allocation and Investment Management committees. Construct, evaluate, and report on firm model portfolios and sleeves. Collaborate with advisors to develop tailored investment solutions for clients.
- Portfolio Monitoring & Execution: Develop plans for investment implementation and oversee portfolio reallocations, rebalancing, and monitoring. Oversee trading across client portfolios and underlying technology used to support investment functions.
- Client Management: Analyze and review client performance reporting and coach teammates on communication. Attend and present at client meetings as needed.
- Thought Leadership: Develop thought leadership materials including but not limited to social media posts, video recordings, traditional media content for internal and external use.
This is a unique opportunity to be creative, solve problems and grow the reach of the firm’s investment related platform. The Portfolio Manager role is a full-time salaried position with competitive benefits and a performance-based bonus. Do not miss your chance to be a part of one of the fastest growing independent firms in Connecticut!
Qualifications:
- Extensive experience working in wealth management or with high-net-worth clients on portfolio construction.
- Intellectual curiosity about investments, asset allocation, portfolio structure, and the relevant technology.
- Experience managing the complexities of current financial markets and communication to clients and the firm – especially during challenging times.
- Experience with Orion portfolio management system a plus.
- CFA or CIMA designation a plus.
- Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order.
- Willingness to act as an ambassador for the firm to our clients as well as others in the local community.