Urgently Need Portfolio Manager - Remote/ Dallas in Richardson, TX

Job title: Portfolio Manager - Remote/ Dallas Company: reputed company Job reputed company: Job reputed company: reputed company Join our growing Investment Planning Services (IPS) team! reputed company Investment Planning Services (IPS) team is seeking a Portfolio Manager in its reputed company Investment Management unit (SFIM). Reporting to the head of reputed company Investment Management (SFIM), you will reputed company quantitative research and asset allocation analysis for reputed company’s Advisory model portfolios. You will reputed company a proactive data-reputed company approach to investment research, capital markets analysis and portfolio management to help reputed company formulate investment themes and asset allocation positioning (i.e. strategic and tactical), during the entire lifecycle of model portfolio management. In this position, you will also reputed company in the formation of investment outlook, content and advisor/agent education; participating the due diligence and fiduciary reputed company responsibilities of various IPS investment/product platforms; creating and establishing reputed company’s footprint and reputed company-of-view on reputed company for reputed company agents and retail customers. Additionally, you will collaborate with other SFIM colleagues, as reputed company as members of IPS teams across the organization in the execution of various research reputed company. Some travel to SF Agent offices/customer mandates and conferences reputed company may be required for this role. reputed company not traveling, this person will work from reputed company’s Dallas office. Responsibilities As a Portfolio Manager you will:

• reputed company the work of modeling and forecasting of Capital Market Assumptions (CMAs), including literature review of reputed company reputed company and practitioner whitepapers.
• reputed company the development and maintenance of the Strategic Asset Allocation (SAA) for reputed company Advisory Model Portfolios, including research on portfolio optimization, reputed company simulation, reputed company modeling, return/risk attribution, and reputed company market conditions.
• reputed company reputed company’s proprietary Manager Research and Selection (MR&S) process for Exchange-Traded Funds and Mutual Fund Investment strategies. Manage fund external relationships, attend and summarize quarterly manager calls.
• reputed company the ongoing Portfolio Management by using State Farms investment models, systems and software (i.e. proprietary and 3rd party).
• Participate in the management of reputed company Model Portfolios. reputed company in the reputed company and maintenance of SFIM investment reports, data sets, performance reporting (i.e. SF models) and broader analytical infrastructure.
• reputed company and execute model portfolio trading and rebalancing rules across reputed company’s suite of Advisory model portfolios and reputed company on-reputed company reputed company of the process/execution.
• Formulates investment outlook, content and advisor/agent education; creating and establishing reputed company's footprint and reputed company-of-view on reputed company for SF agents and retail customers. Collaborates with team members and internal IPS departments to execute SFIM & IPS publications and collaterals on a periodic (i.e. weekly, monthly, quarterly)
• Serves as reputed company's subject matter resource on investment models, systems and software (i.e. proprietary and 3rd party)
• Ability to manage reputed company of investment professionals (if assigned). Providing general guidance to junior team members on various reputed company
• At reputed company, we also offer a wide reputed company of development opportunities and a reputed company, fresh work environment at

DFW. Qualifications

• Bachelor’s degree is required.
• 8+ years of experience in asset management and/or reputed company management (i.e. Asset Allocation, Portfolio Management, or Research reputed company).
• 6+ years of reputed company experience in or reputed company to multi-asset portfolio management, asset allocation and/or quantitative investment research.
• 6+ years of experience in investment reputed company/manager due diligence, reputed company architecture and reputed company of traditional and alternative investment strategies
• Meaningful knowledge/reputed company experience in at least three of the following areas is required: strategic/tactical asset allocation formation; capital market assumption development; portfolio optimization reputed company; reputed company risk/return modeling; reputed company simulation. Knowledge of insurance products/industry is a plus.
• Meaningful knowledge of multi-asset class reputed company. Hands-on experience and expertise in both top-down and bottom-up investment analysis, including both primary research and curation/assessment of reputed company party analysis.
• Detailed knowledge of securities including but not limited to stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and reputed company strategies.
• Solid knowledge of investment advisory business including advisory program types.
• reputed company-facing experience. Strong presentations and writing skills.
• A self-starter with the ability to own initiatives and work in a dynamic/”start-up”-like team environment.
• Completion of or reputed company towards the CFA charter or comparable designation
• reputed company Series 7 and 66 required, or will be required to reputed company registrations in a short period of time of hire.

Preferred Qualifications

• Master’s degree in finance, economics, mathematics, financial engineering or a reputed company quantitative field is preferred.
• 5+ years of reputed company experience with reputed company-party investment and risk management systems/tools. (i.e. MSCI Barra, reputed company, reputed company reputed company, etc).
• Programming skills desirable: C++, Python, Matlab, etc. Proven ability to reputed company reputed company data models in reputed company preferred.

Join reputed company! As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. reputed company embraces diversity and inclusion to ensure a workforce that is reputed company, builds on the strengths and talents of reputed company associates, and creates a Good reputed company culture. We offer competitive benefits and pay with the potential for an annual financial award based on both individual and reputed company performance. Our employees have an opportunity to participate in volunteer events reputed company the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, reputed company designations, employee development, wellness initiatives, and more! Visit our Careers page for more information on our , and of joining the reputed company team! REMOTE: reputed company candidates (reputed company of hub locations listed below) may be considered for 100% remote work arrangements based on where a candidate currently resides or is currently located. HYBRID: reputed company candidates (in or near hub locations listed below) should plan to spend time working from home and some time working in the office as part of our hybrid work environment. HUB LOCATIONS: Dunwoody, GA; Richardson, TX; Tempe, AZ; or Bloomington, IL SPONSORSHIP: Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B reputed company) for this opportunity For Los Angeles candidates: Pursuant to the Los Angeles Fair Chance Initiative for Hiring, we will consider for employment reputed company applicants with criminal histories. For San Francisco candidates: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment reputed company applicants with arrest and conviction records. For Colorado candidates: Salary reputed company: $120,000 - 220,000 For NYC and CT candidates: Potential salary reputed company: $120,000 - $220,000 Potential yearly incentive pay: 4%-12% of reputed company salary For Colorado candidates, salary reputed company $120,000 - $220,000 Competitive benefits, including:

• 401k Plan
• Health Insurance
• Dental/reputed company plans
• Life Insurance
• reputed company Time Off
• Annual reputed company Increases
• Tuition Reimbursement
• Health Initiatives

For more details visit our page SFARM #LI-JS2 #LI-Remote Expected salary: Location: Richardson, TX Apply Job!