Jackson

Portfolio Specialist, JNAM

Jackson • $70K — $95K *
Nashville, TN 37211In-Person
Finance & Insurance
5 - 7 years of experience
Yesterday
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree required; Master's preferred.
  • 5+ years of experience in investment management or financial services required.
  • FINRA SIE, Series 7, and Series 63 registrations required at hire.
  • Pursuit of industry designations (CFA, CAIA, CIMA, CFP) preferred.
  • Strong knowledge of financial services products and operations.

Responsibilities

  • Develop and deliver investment education presentations for internal and external stakeholders.
  • Lead project management efforts with partners to support Product Management needs.
  • Update monthly and quarterly fund reporting to assist the sales force.
  • Conduct competitor analysis to support distributor sales efforts.
  • Generate portfolio illustrations for distribution wholesalers.
  • Simplify complex investment concepts for diverse audiences.
  • Manage multiple projects and adapt to changing priorities.

Benefits

  • Training and professional development opportunities.
  • Opportunity to attend industry conferences.
  • Collaborative work environment that encourages team contributions.
  • Access to a range of financial and investment resources.
  • Potential for mentorship and leadership opportunities.
Full Job Description
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Job Purpose

The Portfolio Specialist is responsible for supporting the Investment Management team at JNAM and assisting the Variable Annuity Product Management group at JNLD, as needed. The Portfolio Specialist supports the distributor's sales force with investment related assistance and delivers internal investment and funds training.

Essential Responsibilities
  • Develops and delivers topical market and portfolio investment education presentations.
  • Leads project management with internal and external partners. Provides resources and supports other internal groups to ensure Product Management's needs are met.
  • Maintains meeting summaries and materials.
  • Updates monthly and quarterly fund reporting and materials to support the fund distributor's sales force.
  • Assists with competitor analysis and distributor sales support.
  • Understands sub-advisors on our platform and their investment processes.
  • Generates investment portfolio illustrations requested by Distribution wholesalers.
  • Understands JNAM portfolio manager selection and construction processes.
  • Assists in drafting of summaries, articles, and presentations that address economic, industry, and regulatory issues.
  • Provides guidance and direction to external asset managers focused on sub-advised funds marketing efforts.
  • Simplifies complex concepts into easily deliverable and understandable points for internal and external audiences.
  • Plans and conducts investment and economic training with fund distributor sales personnel and asset managers.
  • Manages multiple projects and product launches and reacts quickly to changing priorities.
  • Supports new and existing product initiatives through research, data gathering, and ongoing due diligence participation.
  • Proactively establishes and manages expectations with management, internal partners, team members, departmental members, and other company personnel as necessary to deliver project results.
  • Attends asset manager and industry conferences.
  • Employs delegation skills to ensure all team members are making meaningful contributions and advancing their careers.


Other Duties
  • Performs other duties and/or projects as assigned.


Knowledge, Skills and Abilities
  • Working knowledge of the asset management and operations aspects of Jackson and ability to work closely with the entities to establish effective policies and procedures.
  • Strong knowledge of the financial services industry and its products.
  • Strong organizational and project management skills.
  • Strong written and verbal communication skills.
  • Highly proficient in the entire Microsoft Office suite.
  • Excellent attention to detail.
  • Advanced critical thinking and analytical skills.
  • Ability to lead and mentor less experienced staff.
  • Ability to travel as needed.


Qualifications
  • Bachelor's Degree required.
  • Master's Degree preferred.
  • 5+ years experience in investment management and/or the financial services industry required.
  • FINRA SIE, Series 7, and Series 63 registrations upon hire required.
  • Pursuit of Industry Designations (CFA, CAIA, CIMA, CFP) preferred.

About Jackson

Jackson Careers

Join the vibrant team at Jackson, a leader in industry innovation and growth. At Jackson, we offer more than just job opportunities; we provide a platform for professional development and leadership in a diverse and inclusive environment.

Work You’ll Do

At Jackson, you’ll be part of a dynamic team committed to excellence and innovation. Our company is at the forefront of industry leadership, providing a wealth of opportunities for career advancement and professional growth. Whether you’re looking for a full-time position or an internship, Jackson is the place where your skills will be honed, and your professional aspirations realized.

Explore Jackson’s Employment Opportunities

We are constantly expanding our team with talented individuals who are eager to drive innovation and lead in their respective fields. Our hiring process is designed to identify and nurture such talent, ensuring that every team member is equipped to contribute effectively. From your initial interview to your ongoing career development, Jackson supports you at every step.

Internship Programs

Kickstart your career with a Jackson internship. Gain invaluable industry experience, develop your skills, and build a professional network that will serve you throughout your career. Our internships offer a unique insight into our company culture and operations, setting the stage for future employment opportunities.

Benefits and Culture

At Jackson, we believe that our team is our greatest asset. We are committed to providing comprehensive benefits that promote health, well-being, and work-life balance. Our culture is built on a foundation of respect, diversity, and inclusion, ensuring that all team members feel valued and inspired.

Professional Growth and Development

We are dedicated to the continuous professional development of our employees. Jackson offers diverse training programs, including leadership development and diversity training, to help you grow at every stage of your career. Our commitment to your growth is matched by our commitment to innovation and excellence in everything we do.

Join Our Team

Search open positions that match your skills and interests on the Jackson Jobs portal. We look for passionate, curious, creative, and solution-driven team players. Ready to take the next step in your career? Explore the exciting and rewarding opportunities at Jackson today.

Stay Connected

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Networking and Career Advancement

At Jackson, networking is at the heart of professional and personal advancement. Engage with leaders and peers within the company through various platforms and events. These interactions provide valuable insights and opportunities that can propel your career forward. Join Jackson, where your career is our priority, and your potential is our investment. Let’s innovate and lead together in this dynamic industry.
Learn more about Jackson
Market Cap
$2.8 billion
Industry
Finance & Insurance
5 Year Trend
+12.1%
* Ladders Estimates

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