Portfolio Manager

Benson Wealth Management at Northwestern Mutual is a financial services firm dedicated to helping clients achieve their long-term financial goals. Our team combines expert advice with personalized strategies, offering comprehensive wealth management and financial planning services. With a client-centric approach, we are committed to fostering lasting relationships and delivering measurable results. Located in Ankeny, IA, we take pride in guiding individuals, families, and businesses towards financial confidence and prosperity.

This is a full-time on-site role based in Ankeny, IA for a Portfolio Manager. The Portfolio Manager will oversee investment portfolios, conduct in-depth financial analysis, and develop strategies to meet clients' objectives. Responsibilities include managing portfolio performance, performing market research, executing trades, and ensuring alignment with client goals. The role requires collaboration with advisors and analysts to make informed investment decisions and communicate updates effectively to clients.

• Strong skills in Portfolio Management and Investments to manage client portfolios and optimize performance.
• Proficient in Analytical Skills and Finance to conduct market research and financial planning.
• Experience in Trading and the ability to execute transactions efficiently.
• Excellent communication skills for conveying complex financial strategies to clients and team members.
• Relevant certifications such as CFA, CFP, or a degree in Finance, Economics, or related fields are a plus.
• Proven ability to work collaboratively and make data-driven investment decisions.