Jackson

Portfolio Specialist, JNAM

Nashville, TN

Sponsorship not specifiedDetected 8 days ago

Project ManagementAccountingHRISResearchCommunicationCollaborationCritical ThinkingPublic SpeakingMicrosoft OfficeCFA

About the role

At JNAM, we pursue individuals who exhibit dedication and willingness to learn in a high performing culture.
We encourage collaboration and give our associates and leaders the freedom to speak openly and share new ideas.
Our values guide our internal conduct and help define meaningful internal and external relationships.

In addition, JNAM directly manages several risk-based multi-strategy fund-of-fund offerings available exclusively through Jackson products.
Our investment partners are selected and monitored through a rigorous due diligence process focused on performance, repeatability, operations, oversight, and fit.

Bachelor's Degree required.
5+ years experience in investment management and/or the financial services industry required.
FINRA SIE, Series 7, and Series 63 registrations upon hire required.
Master's Degree preferred.
Pursuit of Industry Designations (CFA, CAIA, CIMA, CFP) preferred.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Charitable giving to communities
Associate volunteerism and giving
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.

Jackson National Life Insurance Company (Jackson) offers products, tools, and support designed to help Americans plan for a retirement with purpose.

We attract and retain talent who believe in our culture and take ownership in delivering results.
We firmly believe in the "One Jackson" approach: working closely with our parent company and other affiliates to achieve financial goals, while also recognizing our strength lies in the people we employ and communities we serve.

gion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not r

This listing is sourced directly from Jackson's careers page and normalized into a canonical job model.