The Mather Group Portfolio Analyst - Chicago

The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team. 

ABOUT THE MATHER GROUP, LLC

The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. We find the most cost-effective investment strategies, and clients pay only for our professional financial advice.

OUR INDUSTRY'S CHALLENGE & OUR SOLUTION

TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). This means we are a fiduciary, and as such, we are transparent on costs, and only make recommendations that are in the best interest of our clients, minimizing cost whenever possible. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held.  Our main concern is working to ensure the best interest of our clients is always met, and creating longevity in our relationships.  Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions.  Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees, which means we do not incentivize ourselves at our client’s expense.

What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • Approx $5.6 Billion in assets under management*
  • Seven offices in established markets: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, and a presence in the San Francisco Bay Area
  • 100+ staff members and growing
  • Named #43 on RIA Channel’s Top 100 Wealth Managers (2020)
  • Named to Barron's Top 100 Independent Advisor List (2018, 2019, 2020)
  • Named to Financial Times Top Advisers List (2016, 2017, 2018, 2019)
  • Named as one of the Top 15 RIA firms by Financial Planning
  •  *As of February 2, 2021

    Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion.

about THE POSITION

As a Portfolio Analyst for The Mather Group, you will be part of one of the most successful and fastest growing Registered Investment Advisor (RIA) firms in the country. 

The role of the Portfolio Analyst includes: model analysis, portfolio decision-making, trade preparation, trading, portfolio reporting, performance attribution, monitoring portfolio performance and exposures, and utilizing portfolio management software. An understanding of security valuation, portfolio management concepts, and experience in trading securities is required.  The Portfolio Analyst will act independently within established investment policy guidelines and assist in the construction and maintenance of models and portfolios.   

Responsibilities:   

  • Assist with portfolio construction and maintenance 
  • Meticulous attention to detail
  • Portfolio modeling
  • Trading
  • Ad hoc investment and research projects
  • Assist with monthly portfolio surveillance  
  • Deliver effective and concise written and verbal communication to financial advisors, internal departments, clients, prospects, and firm leaders
  • Work in partnership to support internal departments and committees in making better informed investment decisions consistent with the firm's long-term strategy
  • Maintain a deep understanding of the global capital markets while providing ideas for new strategies
  • Contribute towards thought leadership for internal and external distribution
  • Ensure compliance with FINRA, SEC, and other governing entities
  • Maintain technical competence by keeping up-to-date on industry developments and technical authorities
  • Perform other job-related duties as assigned 

Requirements: 

  • CFA designation strongly preferred, or at least significant progress made towards designation
  • CFP designation preferred  
  • Strong analytical, planning, and project management skills
  • High proficiency in excel is a must, VBA is a plus
  • Extensive knowledge of markets, asset allocation, portfolio construction, and portfolio risk management
  • Extensive knowledge of various types of investments, asset classes, account types, and their related tax implications 
  • Demonstrated success in conducting investment due diligence, making investment recommendations, and portfolio construction
  • Working knowledge of credit analysis, economic analysis, and cashflow analysis
  • Strong written and verbal communication skills for preparing and presenting research to FAs, clients, and internal areas within the firm
  • Knowledge of fixed income and equity benchmarks & methodologies
  • High proficiency in databases, and other software programs (Microsoft Office, Morningstar, S&P Capital IQ, Bloomberg, Orion, etc.) 
  • Finance or Accounting Bachelor's degree and/or MBA preferred
  • 2-4 years of experience as an analyst and/or extensive industry experience preferred

The Mather Group is an equal opportunity employer and welcomes candidates from diverse backgrounds.

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The Mather Group

HOW SMART INVESTORS RETIRE™

                     Barrons Top 100 2019                          

Get in touch with us or find one of our office locations   Contact us

The Mather Group, LLC Acquires Chicago-Based Trinity Financial Advisors. #themathergroup #tmgacquisitionhttps://t.co/UJShSEghoO
TMG has the mature wealth-tech infrastructure to attract high net worth clients and the scale to deliver best-in-cl… https://t.co/mLlTLj6sO8