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Portfolio Manager
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- The Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts.
- Duties include performing investment research encompassing all elements of investing (asset classes, asset allocation, returns, projections, etc
- In this role you will design custom Retirement Ally portfolio solutions for advisors and their clients using asset allocation, portfolio construction, risk management and other related investment skills using illustration software from Riskalyze, Morningstar, or Advisory World.
- At least 2 years working directly with a broker-dealer, RIA or insurance.
- Knowledge of multiple clearing firm platforms (TD Ameritrade, Schwab, and Pershing), and Access.
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