Portfolio Strategy

About the role

Portfolio Strategy – Multi-Asset Portfolio Strategy provides support and coverage of the multi-asset market for the client and organization. Working under moderate supervision, this role coordinates the day-to-day processes within the portfolio management department and develops portfolio solutions strategies that support client objectives.

Responsibilities

• Leads and supports projects for the continued evolution of the Portfolio Strategy & Solutions team and services.
• Assists in preparation of internal and external client meetings, including Learning & Development activities.
• Supports investment research and thought leadership activities.
• Develops collateral and other marketing materials and assists with Request For Proposals/Due Diligence Questionnaires responses.
• Assesses practical implications for investment strategy and makes recommendations based on market trends.
• Produces weekly, monthly, and yearly attribution reports and highlights portfolio trends against benchmarks.

Requirements

• University degree preferred.
• 3+ years of relevant work experience required; 5+ years preferred.
• FINRA registrations: Series 7 and Series 63.

Preferred Qualifications

• CFA designation preferred or in progress.
• Client-facing experience with a U.S. Wealth Manager.
• Bloomberg Analytics proficiency.

Skills

• Analytical Skills
• Asset/Investment Modeling
• Asset Allocation
• Asset Management
• Communication
• Economic Analysis
• Financial Risk Management
• Forecasting
• Investment Research/Analysis
• Investments
• Investment Strategy Acumen
• Programming

Pay

Base pay range: $114,000/year – $143,000/year. Actual base salary may vary based on relevant experience, time in role, internal peer salaries, prior performance, business sector, and geographic location. The total compensation package may include participation in an incentive program linked to performance.