AVP Portfolio Strategy Beacon Capital Managment
NEW YORK, NYPosted 30+ days ago
Job summary
Job post source
This job is directly from Sammons Financial Group Companies
Job overview
The AVP Portfolio Strategy role at Sammons Financial Group involves developing and validating quantitative portfolio models to align with the firm's strategic vision and improve investment outcomes.
Responsibilities and impact
The role includes designing and implementing investment models, monitoring and refining models, providing strategic input on the investment committee, conducting performance analysis and stress testing, driving market research, preparing performance reports, enhancing systems for portfolio management, and ensuring compliance with internal controls and SEC regulations.
Compensation and benefits
The position offers a salary range of USD $156,536 to $260,893 per year, a competitive benefits package including health, dental, vision insurance, company-paid retirement, PTO, holiday pay, an employee stock ownership plan fully funded by the company, work-life balance initiatives like Friday afternoons off, and performance-based monetary incentives.
Experience and skills
Preferred qualifications include a Bachelor's degree in Finance or related fields, at least 10 years of investment experience including portfolio research, quantitative modeling experience, prior responsibility for live portfolio changes, 5 years managing others, workflow automation experience, strong quantitative, organizational, leadership, and communication skills.
Work environment and culture
The company values accountability, connection, openness, respect, and integrity, promotes a supportive and high-performing culture, and emphasizes work-life balance with flexible time off policies.
Company information
Sammons Financial Group Companies is a financial services firm that emphasizes strategic investment management and compliance with SEC regulations, offering competitive benefits and a strong employee ownership culture.
Unique job features
The role is distinguished by its involvement with SEC compliance programs, responsibility for robust quantitative modeling across asset classes, and leadership in portfolio strategy within a regulated financial environment.
Company overview
Sammons Financial Group Companies is a diversified financial services organization that provides life insurance, annuities, and retirement solutions. They generate revenue through the sale of these financial products and services, focusing on long-term customer relationships and financial stability. Founded in 1936, the company has a rich history of growth and innovation in the insurance and financial sectors. Known for its commitment to customer service and financial strength, Sammons Financial Group Companies operates under a mutual holding company structure, ensuring that policyholder interests are prioritized.
How to land this job
Tailor your resume to highlight your expertise in developing and validating quantitative, rules-based portfolio models that align with strategic investment goals, emphasizing experience with macroeconomic signals and market trend integration.
Showcase your ability to monitor and refine investment models, including performance attribution, stress testing, and adherence to regulatory compliance such as SEC oversight.
Emphasize leadership experience managing teams and driving workflow automation or process enhancements within investment management environments.
Apply through multiple channels including Sammons Financial Group's corporate careers site, LinkedIn, and relevant job boards to maximize your application visibility.
Connect with professionals in the portfolio strategy or investment divisions at Sammons Financial Group on LinkedIn; use ice breakers like commenting on recent market trends they discussed or asking about their approach to model-driven portfolio decisions.
Optimize your resume for ATS by incorporating keywords from the job description such as 'quantitative modeling,' 'portfolio analytics,' 'macroeconomic signals,' 'SEC compliance,' and 'investment models' to ensure it passes initial screenings.
Consider using Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application channels, and discover LinkedIn connections to network with, freeing up your time for strategic job search activities.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.