Portfolio Strategy
Portfolio Strategy_Multi-Asset Portfolio Strategy provides support and coverage of the multi-asset market for the client and organization. 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 & Solution 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 work experience required; 5+ years preferred.
- FINRA Registrations: Series 7 and Series 63.
- Sedentary work environment.
Preferred Qualifications
- CPA preferred or working towards completion.
- Client-facing experience with a US Wealth Manager.
- Bloomberg Analytics proficiency a plus.
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/yr - $143,000/yr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. The competitive compensation package may also include participation in an incentive program linked to performance.
Benefits
The organization offers a comprehensive Total Rewards package designed to support the well-being of associates and their loved ones. Benefits include a superior retirement program, highly competitive health, wellness, and work-life offerings to help achieve and maintain physical, emotional, and financial well-being.