Client-Facing Portfolio Strategist

Horizon; Charlotte (NC); On-site; USD 110,000 - 160,000; Full time

Job summary

Horizon is seeking a Portfolio Strategist to support its investment management clients. The role focuses on portfolio construction, monitoring, manager due diligence, and tailoring investment solutions within a client-centric framework.

You will engage with Horizon's Investment Management team and clients to translate market insights into actionable portfolio recommendations, while maintaining strong relationships and delivering timely updates.

Qualifications

• Strong analytical capabilities and ability to evaluate investment funds and asset classes.
• Excellent client-facing communication and relationship-building skills.
• Proven ability to translate complex investment concepts into clear recommendations.
• Demonstrated organizational skills and ability to manage multiple client engagements.

Responsibilities

• Lead portfolio construction and monitoring for client portfolios.
• Perform manager due diligence and investment universe evaluation.
• Deliver timely updates to clients and internal teams on market developments and portfolio positioning.
• Collaborate with Horizon's Investment Management team to align strategies with clients' objectives.
• Support OCIO clients and contribute to customized portfolio solutions.

Skills

Analytical thinking

Interpersonal skills

Communication skills

Organization skills

Education

Bachelor's degree in business/finance/economics

CFA designation

Job description

Horizon is seeking a Portfolio Strategist to support its investment management clients. The role focuses on portfolio construction, monitoring, manager due diligence, and tailoring investment solutions within a client-centric framework.

You will engage with Horizon's Investment Management team and clients to translate market insights into actionable portfolio recommendations, while maintaining strong relationships and delivering timely updates.