Associate Portfolio Manager

Associate Portfolio Manager Gradient Investments, LLC

• 3.3 Arden Hills, MN Job Details $100,000
• $150,000 a year 5 days ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance Volunteer time off Life insurance Qualifications Portfolio monitoring Market analysis Trading Research Mid-level Bloomberg Master's degree Investment strategy development Bachelor's degree Content development Chartered Financial Analyst Stakeholder relationship building Full Job Description Are you a seasoned investment professional with a talent for developing high-quality strategies and cultivating strong advisor relationships?

Do you thrive on using in-depth research to craft thoughtful, market-informed solutions while acting as a strategic partner to financial professionals? As an associate portfolio manager at Gradient, you don't just follow the markets, you bring a clear point of view. Here, you'll put that perspective into action by generating investment ideas, directing portfolio trading, and serving as a trusted resource for the financial advisors who rely on us every day. Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Investments, an independent, SEC registered investment advisor firm. What You'll Do Support the design, implementation, and ongoing management of portfolios by helping define and execute investment strategies Contribute to the development of portfolio investment policies (e.g., target asset allocation) based on client needs, return expectations, objectives, and evolving market and economic conditions Partner closely with Portfolio Managers to implement strategies, including securities research, selection, portfolio construction, and execution of trades; assist with daily portfolio oversight and asset consolidation as needed Appear on national financial news networks (CNBC, Bloomberg, Schwab Network, etc.) Analyze and communicate market dynamics, trends, and key developments to internal and external stakeholders Collaborate with analysts and research partners to evaluate market conditions and identify emerging opportunities Conduct in-depth research on investment products, companies, and markets; develop clear, insightful content to inform advisors, investors, and leadership Build and maintain strong relationships with internal teams and partnering advisors Monitor and evaluate portfolio performance relative to strategic objectives, benchmarks, and regulatory requirements What you Bring Bachelor's Degree

• Required Master's Degree
• Preferred CFA designation preferred, or a demonstrated willingness to pursue and obtain 4+ Years of Investment Management Experience
• Required Proficient knowledge of security/asset selection and investment allocation Proficient knowledge of a variety of investments including stocks, bonds, ETFs and alternative assets Our Benefits Competitive compensation and comprehensive benefits 4 weeks of accrued PTO, plus 9 paid holidays Medical, dental, vision, life insurance, and 401(k) 8 hours of paid volunteer time off (VTO) Ability to work in-office four days per week with one remote workday Ongoing professional development and training A collaborative team that values expertise, initiative, and growth Why You'll Love Working Here Work inside a vertically integrated financial services organization with twelve specialized entities where your investment decisions have real reach A collaborative culture that holds high expectations and backs them with genuine support and growth opportunities Direct impact: your ideas shape the portfolios that advisors bring to their clients every day At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow.

If you're positive, driven, and enjoy working alongside motivated teammates, you'll feel right at home. Check out more amazing opportunities here: https://www.careers.gradientfinancialgroup.com/