What you will do:

• Contribute to the development and management of a new SMA offering. Maintain and update SMA portfolios over time
• Process and execute individual bond trades
• Respond to questions regarding SMA portfolios and occasionally interact with clients and prospects
• Increase efficiency through process improvement, relating to both portfolio construction and implementation
• Help answer portfolio management related questions from clients
• Potential to write market related commentary for advisors or clients
• Support launch of new investment products or services through interaction with product, engineering, marketing, and other groups
• Update and create core content and marketing materials
• General support for Investment Committee as needed ​
• Ad hoc projects as needed

What you will bring:

• Bachelor’s degree, required
• 5+ years investment industry experience.
• The ideal candidate will have demonstrated excellence in their current and/or previous roles, including significant experience dealing with portfolio model management and implementation of investment services at scale. They will be able to execute at a high standard in a fast-paced environment while being flexible, self-motivated, and effective at working with multiple groups across the company. Light to moderate travel may be required.

What will set you apart:

• CFP® and/or CFA designation preferred
• Ability to understand statistics and manipulate large data sets
• Comfortable in periodic client facing role
• Passion for learning about and studying capital markets
• Must be detail oriented and highly proficient in Excel.
• Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work
• Exceptional written, verbal and listening communication skills

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

***If interested in this role, contact tonya.horn@empower.com.  When applying, selected AAAA from the drop-down menu when asked how you heard about this role. ***