Oxford Financial Group, Ltd.
  • - Portfolio Management
  • Carmel, IN, USA
  • Full Time

Oxford Financial Group, Ltd.™ is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity.  Oxford specializes in serving clients with net worth above $5 million.


Oxford Financial Group, Ltd. is searching for a Portfolio Strategist. The primary responsibility of this associate is to provide support to the Investment Management Group, Managing Directors and internal teams concerning issues related to investments and client meeting preparation.  This includes asset allocation modeling, portfolio recommendations based on policies specified by the Oxford Investment Fellows and special analysis/projects.


Duties:

  • Creating/updating client Investment Allocation Summaries and Investment Recommendation Reports
  • Managing discretionary portfolios in rebalancing software
  • Monitoring and updating investment allocations to keep current with OIF policies
  • Providing recommendations for rebalancing portfolios, investing cash and raising cash consistent with clients' tax sensitivity, portfolio make-up, manager suitability and the OIF's current investment strategy
  • Maintaining account mapping, substitution or security level definitions for each security hold in an Oxford account

 Qualifications:

  • Bachelor's degree in business or related field required
  • CFA, CFP or MBA preferred
  • Experience with rebalancing, portfolio management  and CRM software preferred (Tamarac, SalesForce)
  • Understanding of tax efficient management of portfolios
  • Strong working knowlege of Microsoft Outlook, Word, PowerPoint and Excel
  • Ability to work in a high stress, fast paced environment
  • Excellent attention to detail and organizational skills
  • Excellent verbal and written communication skills with strong interpersonal skills
Oxford Financial Group, Ltd.
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