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Form of workJob Title: Portfolio ManagerFull or Part Time: Full Time
Department: HORAN Wealth FLSA Status: Exempt
Position Reports To: Principal & Portfolio Manager
Position Summary:
The Portfolio Manager position works with individual, family and/or trust account clients and manages investment relationships consistent with the established investment objectives and strategies of HORAN Wealth and/or the client. As a Portfolio Manager, you will advise clients on current and proposed asset allocation, portfolio strategy, specific investment rationale, as well as general economic and capital market events. The Portfolio Manager contributes to the investment strategy process for the firm’s clients and is responsible for individual security research.
Core Responsibilities:
- Contributes to the development and implementation of investment portfolio strategies and model portfolios.
- Research responsibilities encompass one or more economic sector(s), along with various industry and company coverage.
- Research responsibilities should draw primarily from the HORAN Wealth’s research universe to successfully identify portfolio, sector, and security strategies for client portfolios.
- Manages and constructs personal and institutional investment portfolios designed to achieve client financial goals.
- A strong focus on managing client account retention and shared responsibility for soliciting, developing, managing, and retaining client relationships for HORAN Wealth consistent with the HORAN Wealth’s growth objectives.
- Investment research is a dual responsibility and includes conducting investment analysis leading to recommendations for the firm's equity, fixed income, and alternative investment portfolios.
- Contributes to decision making at the strategy and portfolio level through our team decision making process.
Qualifications Required:
- Bachelor’s degree in business, Finance, or a related field.
- Minimum of 10+ years of investment management and overall securities market experience, including equity research and servicing affluent/high-net-worth and institutional clientele.
- CFA Designation preferred.
Desired Skills:
- Ability to effectively present investment strategies to clients.
- In-depth investment knowledge with a passion for investments.
- Demonstrated success in portfolio management and research.
- Excellent investment and financial acumen as well as excellent interpersonal skills.
- Ability to make critical decisions independently.
- Highly developed communication skills (written, verbal, listening and presentation).
- Strong sales and relationship management/client service skills.
- General proficiency in computer and database applications.
- Adherence to the highest ethical and professional standards.
- Facilitate the open exchange of information among our investment professionals.
- Demonstrates ongoing professional development.
- Ability to work in a team-oriented environment and the ability to work independently on research efforts.
- Demonstrates proficiency in Microsoft Office products.
HORAN History:
Since 1948, HORAN has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning.
HORAN has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.
Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. Visit horanwealth.com to learn more.
How to Apply:
Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.
