Foster & Motley is looking for talented individuals to join our team for the following positions:
About Foster & Motley
Foster & Motley is a steadily growing, independent, employee-owned, fee-only firm that provides clients with investment management and comprehensive financial planning. We currently manage over $2.5 Billion in client assets and have 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.
Portfolio Manager
Position Summary
Foster & Motley, Inc. is seeking an Investment Manager to join our team. This is a full-time position located in Cincinnati, Ohio. The Investment Manager is responsible for developing and maintaining strong relationships with clients and the execution of investment strategies to meet client objectives. They will represent the firm in prospective and existing client meetings, deliver presentations to educate and communicate the firm’s investment strategies, portfolio performance, and recommendations. This position will collaborate with financial planners through our team-based approach to deliver holistic wealth management solutions.
Essential Functions
- Lead portfolio design and asset allocation strategies across all client segments
- Review portfolios and identify accounts that require rebalancing and execute trades to bring portfolios in line with target allocations
- Maintain client relationships by providing exceptional client service
- Communicate the F&M investment story to prospective clients
- Conduct investment research across all asset classes
- Assist in the evaluation of investment offerings, including ETFs, mutual funds, and private investments
- Monitor portfolio performance and provide overall investment reviews during client meetings
- Collaborate with financial planners to customize portfolios based on client goals and tax considerations
- Proactively engage with clients to deepen relationships
Minimum Education and Experience Required
- Bachelor's degree in Business Administration, Finance, Accounting, or related field
- CFA® charterholder
- Experience in working with external clients
- Effective communication and presentation skills
- Experience in portfolio management and investment research
- Knowledge of using portfolio management tools or systems (e.g. Tamarac)
- Excellent analytical, quantitative, and problem-solving skills
- Proficient in all necessary applications (MS Office, etc.)
- High attention to detail and ability to manage multiple tasks under tight deadlines
- Adhere to ethical and confidentiality standards
What This Role Offers
- Competitive salary commensurate with experience
- Annual bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Medical, Dental, Vision, Short-Term/Long-Term Disability, and Group Life insurance
- Paid time off and paid parental leave
- Opportunities for professional growth and continuing education
- Up to 16 hours per week of remote work flexibility, starting after 90-days of employment
To Apply
If interested, please email your resume and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.
Portfolio Rebalancing Associate
Position Summary
Foster & Motley, Inc. is seeking a Portfolio Rebalancing Associate to join our team. This is a full-time position located in Cincinnati, Ohio. The Portfolio Rebalancing Associate will support the Investment Management team with managing client portfolios of individual stocks and bonds, including account monitoring, rebalancing portfolios, and cash management. This position combines traditional portfolio management support with the use of artificial intelligence and automation tools to enhance accuracy, efficiency, and scalability within the rebalancing process.
Essential Functions
- Assist in the development and execution of investment strategies across asset classes
- Conduct in-depth financial analysis, valuation modeling, and market research
- Monitor portfolio performance and prepare regular reports for clients and internal stakeholders
- Review portfolios and identify accounts that require rebalancing
- Execute trades to bring portfolios back in line with target allocations
- Support due diligence on potential investments, including industry analysis and risk assessment
- Stay current on macroeconomic trends, regulatory changes, and market developments
- Maintain and update investment databases, tools, and performance tracking systems
- Utilize artificial intelligence to streamline and automate the portfolio rebalancing process, as well as other ad hoc Investment Management processes
- Provide analytical and operational support to the Fixed Income Portfolio Manager
Minimum Education and Experience Required
- Bachelor’s degree in Business Administration, Finance, Accounting, or related field
- Willingness to pursue Series 65 exam and CFA® designation
- Experience in investment management, equity research, or financial analysis preferred
- Experience with portfolio rebalancing tools or systems (e.g. Tamarac) is preferred
- Proficiency in financial modeling, and Bloomberg or similar platforms is preferred
- Excellent analytical, quantitative, and problem-solving skills
- Effective communication and presentation skills
- Proficient in Microsoft Office programs (Outlook, Excel, PowerPoint, etc.)
- High attention to detail and ability to manage multiple tasks under tight deadlines
- Adhere to ethical and confidentiality standards
What This Role Offers
- Competitive salary commensurate with experience
- Annual bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Medical, Dental, Vision, Short-Term/Long-Term Disability and Group Life insurance
- Paid time off and paid parental leave
- Opportunities for professional growth and continuing education
- Up to 16 hours per week of remote work flexibility, starting after 90-days of employment
To Apply
If interested, please email your resume and cover letter to
careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.