Careers

Portfolio Manager – Tampa

Edge Capital Group, LLC is currently seeking a highly motivated individual with keen attention to detail and demonstrated experience in portfolio management, financial planning, capital markets research, and client-facing activities such as portfolio reviews. The portfolio manager will work with the firm’s Senior Financial Advisors (SFAs) and is expected to oversee portfolios, generate investment recommendations, and communicate actions and performance to both taxable and tax-exempt clients. The portfolio manager will also support the financial planning team to facilitate the formulation of financial plans for clients and prospects.

Learn More About This Position

Do you want to explore what a career in serving the investment and financial planning needs of sophisticated families and institutions might offer?  If so, there’s an opportunity in our Atlanta office to get started.

Edge Capital Group, LLC is currently seeking a highly motivated individual with keen attention to detail and demonstrated experience in portfolio management, financial planning, capital markets research, and client-facing activities such as portfolio reviews. The portfolio manager will work with the firm’s Senior Financial Advisors (SFAs) and is expected to oversee portfolios, generate investment recommendations, and communicate actions and performance to both taxable and tax-exempt clients.  The portfolio manager will also support the financial planning team to facilitate the formulation of financial plans for clients and prospects.

Edge Capital is a top financial advisory firm that assists individuals, families, and institutions by creating unique investment management solutions. Independent and employee-owned, our objective advice is tailored to suit each client. We recognize that everyone has a unique story and that the immediate and long-term goals of each client are different.

To learn more about our firm please visit www.edgecappartners.com.

ESSENTIAL RESPONSIBILITIES:

  • Management of client portfolios and implementation of firm’s investment recommendations using ETFs, mutual funds, SMAs and LP structures.
  • Support Senior Financial Advisors (SFA) in all aspects relating to client and prospective client inquiries, portfolios, and communication
  • Work in close partnership with the Financial Planning team, providing assessments to clients where appropriate
  • Developing tailored material to prospective client situations in the business development effort
  • Communicating and working directly with clients and prospective clients in support of the SIA
  • Responding to inquiries from Edge Capital’s advisors on investment topics and products
  • Work with the Strategy team to shape the capital market views of the firm
  • Integrate financial and client data sources to produce client account review materials
  • Research and conduct quantitative and qualitative analysis
  • Work independently and manage significant projects from start to finish

SUCCESS AT EDGE:

  • Ability to analyze complex or diverse information, use intuition and experience to respond to inquiries, exhibit sound and accurate judgment in a fast-paced environment
  • Respond promptly to team needs in a professional manner
  • Must maintain client confidentiality; demonstrate integrity and code of ethics
  • Efficient time-management is a must
  • Accountable, adaptable and flexible
  • Team oriented
  • Strong work ethic with an ability to meet deadlines
  • Attention to detail & ability to multi-task
  • Proactively participate in ongoing learning and development to enhance support capacity
  • Strong analytical and/or quantitative background
  • Ability to develop an idea and defend conclusion

EDUCATION AND/OR EXPERIENCE:

  • Minimum of a Bachelor’s degree (B.A.) from four-year College or University
  • Prior experience as a portfolio manager (or equivalent role)
  • CFP strongly preferred
  • Willing to acquire applicable registrations (as required by individual states)
  • Desire to develop professionally through industry designations or other courses of study

COMPUTER SKILLS:

  • Proficient knowledge of Microsoft Office Products (Word, Excel, PowerPoint and Outlook)
    • Advanced experience with Microsoft PowerPoint, Word and Excel
  • Comfort with the adoption and use of new technology tools
    • Familiarity with Bloomberg, Morningstar, Black Diamond, Redblack (order management system)

Edge Capital Group is an Equal Opportunity Employer

Apply Today!

Thank you for your interest in Edge Capital Group!