Client Portfolio Manager

Role Description: The Client Portfolio Manager is a full-time remote role responsible for overseeing the initial training and onboarding of advisory practices, as well as providing expert-level ongoing support Day-to-day activities include analyzing individual ETFs, mutual funds, and stocks, as well as portfolio performance, recommending adjustments to investment models, and implementing changes in coordination with financial advisors. The role involves regular client and advisor communication, preparing reports and presentations, monitoring market trends, and ensuring portfolios remain compliant with internal guidelines and regulatory requirements. The Client Portfolio Manager will collaborate with internal teams to support all initiatives, optimize our solutions and services, and contribute to the continuous improvement of Helios’ role as an Outsourced CIO.

Qualifications: Strong knowledge of investment strategies and investments, with the ability to design and implement tailored portfolio solutions. Proficiency in finance and investment management, including understanding of financial markets, asset classes, and risk management. Experience in portfolio management, with a track record of managing or supporting diversified client portfolios. Excellent analytical, quantitative, and problem-solving skills, with the ability to interpret complex financial data. Clear and professional communication skills, with experience presenting investment recommendations to clients or stakeholders. Strong experience with complex investment software, such as Ycharts and Bloomberg. Ability to work independently in a remote environment, manage multiple priorities, and meet deadlines consistently. Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications (e.g., CFA, CFP) are a highly preferred. Comfort with portfolio management and CRM software, and strong proficiency in standard productivity tools (e.g., Excel, PowerPoint).Comfort with modern applications of AI, such as Clause and Chat GPT in an enterprise environment.