Job Title: Associate SMA Portfolio Manager / Trader Location: Alpharetta, GA (Hybrid)– strongly preferred / remote may be considered for an exceptional candidate Employment Type: Direct Hire / Permanent Bonus 15% – 20% annual bonus
Reports To: Managing Director, SMA
Position Overview: The Associate Portfolio Manager/Trader will support the management and continued growth of our client's Separately Managed Account business. This individual will work closely with senior Portfolio Managers across portfolio construction, optimization, trading, tax-loss harvesting, performance analysis, client onboarding, and ongoing account management.
The ideal candidate will bring hands-on equity SMA experience and the ability to contribute with limited oversight. Success in this role requires exceptional accuracy, initiative, intellectual curiosity, and the ability to manage multiple portfolio and trading workflows simultaneously.
Key Responsibilities:
Support the management of client portfolios, including account setup, daily reconciliation, model creation and maintenance, portfolio optimization, tax-loss harvesting, and trading.
Review and execute trades approved or directed by Portfolio Managers and senior members of the investment team.
Enhance and support portfolio trading workflows and monitoring functions.
Monitor index changes and develop buy lists related to corporate actions.
Conduct investment product research and assist with portfolio and performance analysis.
Support client requests, including proposal generation, portfolio reporting, and other account-related needs.
Prepare recurring reports for internal stakeholders and clients.
Complete quarterly billing and assets-under-management reporting.
Communicate proactively with clients regarding bond maturities, cash flows, quarterly equity portfolio performance, and other reporting needs.
Coordinate with custodians to resolve client inquiries and support internal reporting.
Assist sales and marketing teams with the development of advisor and client materials.
Participate in client presentations, conference calls, and industry conferences.
Perform additional responsibilities as assigned.
Hard Requirements:
Hands-on experience supporting or managing Separately Managed Accounts, including customized client portfolios and account-level restrictions.
Direct experience with equity portfolio management and trade execution. Candidates limited to research, reporting, investment operations, or trade support will not meet the requirements.
Practical experience with model-driven portfolio management, including portfolio construction, model creation or maintenance, account rebalancing, and trade generation.
Hands-on experience using portfolio optimizers and factor-based risk models.
Direct experience conducting tax-loss harvesting across taxable client accounts, including an understanding of tax constraints and wash-sale considerations.
Strong working knowledge of equity markets, portfolio risk, benchmark exposure, index changes, corporate actions, liquidity, and execution considerations.
Ability to complete pre-trade reviews, including validating available cash, current positions, client restrictions, and the potential impact of proposed trades.
Demonstrated ability to work independently, take ownership of responsibilities, learn quickly, and become productive without requiring heavily structured or step-by-step training.
Exceptional attention to detail and a track record of maintaining accuracy in workflows involving client assets, trading, reporting, or portfolio restrictions.
Advanced Excel skills with the ability to analyze portfolio and trading data, investigate discrepancies, and produce accurate reporting.
Strong quantitative, analytical, organizational, and problem-solving capabilities.
Ability to manage multiple concurrent workflows and adjust priorities as market, client, and operational needs change.
Clear written and verbal communication skills, including the ability to explain investment or portfolio-related information to internal and external stakeholders.
Bachelor’s degree in Finance, Engineering, Computer Science, Mathematics, Economics, or another related quantitative discipline.
Preferred Qualifications:
Five or more years of experience in investment management; candidates with approximately three to five years may be considered if their SMA and equity-trading experience is highly relevant.
Prior experience within an institutional asset manager, investment adviser, SMA provider, or similarly sophisticated investment-management environment.
Experience with Bloomberg PORT and/or Orion; comparable portfolio-management, risk, trading, or order-management platforms may also be considered.
Experience interacting directly with clients, financial advisors, custodians, and brokers.
Familiarity with performance reporting, AUM reporting, and quarterly billing.
Interest in pursuing or currently working toward an investment-related designation or license, such as the CFA, FRM, or FINRA Series 65.
Experience improving investment workflows, portfolio-monitoring tools, or trading processes.
Ideal Candidate Profile:
Proactive and comfortable taking ownership rather than waiting for detailed direction.
Able to identify gaps in knowledge, ask questions early, and actively drive their own learning.
Hard-working, adaptable, and eager to operate within a fast-paced investment environment.
Interested in new investment technologies and financial techniques.
Committed to intellectual integrity, transparency, and open communication.
Collaborative and capable of working effectively across investments, operations, client service, sales, and marketing.
Aligned with Vour client's core values of Inspired Collaboration, Honor and Authenticity, Inclusion and Humility, Exceptional Performance, and Intellectual Curiosity.
Benefits:
Paid time off plus 10 paid holidays
Flexible working benefits
Daily paid lunch for onsite employees
Onsite gym discount
Medical, dental, and vision insurance
Employee Assistance Program and telehealth services with mental-health support
Short- and long-term disability coverage
SIMPLE IRA with up to a 3% company match
Applicant Notices & Disclaimers
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At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.This position's pay range is $155000.00/Yearly - $165000.00/Yearly.
