Investment Strategist

Primary Responsibilities

• Leveraging the views established by the firm’s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele
• Driving process and providing investment expertise to build optimal portfolios
• Performing quantitative and qualitative analyses on investments topics; building models when necessary; and contributing to presentations, white papers, and articles
• Presenting regularly to existing clients and prospects

Qualifications

• A minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions
• A comprehensive understanding of asset allocation, portfolio construction, and manager selection
• Proven ability to partner with Advisors to present, consult, and advise HNW clients to achieve their financial goals
• Keen understanding of the global macro environment, the global economy, and other factors that impact the success of investment management strategies
• Superior analytical and problem-solving skills
• Effective verbal and written communication skills
• Embrace and promote a culture of client focus, excellence, integrity, and teamwork; effectively encouraging innovation and open dialogue
• Entrepreneurial spirit and strong work ethic
• SIE, Series 7 and 66 licenses are required