Portfolio Manager

At Unify Financial Advisors, we are committed to providing financial peace to individuals, businesses, and our community. Our mission is guided by our core values of Diligence, Unity, and Humility. As a preferred financial services company, we strive to deliver exceptional service to everyone, every time. We are looking for a talented Portfolio Manager to join our team and help us fulfill our mission. Position Overview: We are seeking an experienced and driven Portfolio Manager to oversee and manage investment portfolios on behalf of our clients. The ideal candidate will have a deep understanding of financial markets, strong analytical skills, and a passion for helping clients achieve their financial goals. The Portfolio Manager will be responsible for developing and implementing investment strategies, monitoring portfolio performance, and ensuring that client portfolios are aligned with their financial objectives. Key Responsibilities: Develop and implement investment strategies that align with clients’ investment objectives. Develop and implement Investment Policy Statements. Manage and monitor client portfolios, ensuring optimal asset allocation and performance. Conduct in-depth market research and analysis of current and potential investments. Research, analyze, and trade model portfolios. Provide regular updates and reports on client portfolio performance and market trends. Collaborate with other team members to deliver exceptional service to clients. Stay informed about market conditions, new investment opportunities, and emerging risks. Qualifications: Bachelor’s degree in finance, Economics, or a related field. CFA designation preferred. Minimum of 3 years of experience as a portfolio manager. Strong understanding of financial markets, investment strategies, and risk management. Excellent analytical and quantitative skills. Proficiency in financial analysis software and portfolio management tools. High level of integrity and professionalism. Ability to work independently and as part of a collaborative team. What We Offer: Competitive salary and performance-based bonuses. Workplace Retirement Plan 3 weeks of paid vacation time off and one week of service-oriented time off. Opportunities for professional development and career advancement. A supportive and collaborative work environment. Job Type: Full-time Pay: $90,000.00 - $125,000.00 per year Experience: Portfolio management: 3 years (Required) Ability to Commute: Clearwater, FL 33756 (Required) Ability to Relocate: Clearwater, FL 33756: Relocate before starting work (Required) Work Location: In person