Investment Strategist

Financial Recruiters International; St. Louis (MO); On-site; USD 170,000 - 210,000; Full time

Job summary

Financial Recruiters International is seeking a Senior Investment Strategist to work with our most sophisticated high-net-worth clients and create custom investment solutions using our investment process.

You will join Private Wealth Management, focusing on asset allocation and discretionary advisory, serving clients with at least $3 million in investable assets and collaborating with portfolio management professionals.

Qualifications

• You possess a college degree or relevant experience.
• You have 8 years' experience in Investment Management, Financial Planning, or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction.

Responsibilities

• You will serve as the investment management subject matter expert within a team of professionals.
• You will play a crucial part in the development, maintenance, and oversight of the investment strategy and asset allocation for clients serviced by the Private Wealth Management team.
• You will focus on serving individuals and families with at least $3 million in investable assets.
• Working within the firm's Portfolio Management Division you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis.
• Other duties as assigned.

Skills

Emotional intelligence

Relationship development

Portfolio modeling knowledge

Education

Bachelor's degree or equivalent experience

Job description

Every step of the firm's Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From both a top-down and bottom-up perspective (from the global macroeconomic environment down to individual security selections and concluding with Strategic and Policy oversight), teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division's outlook for the upcoming cycle, in the manner best suited to the clients' goals and objectives.

About the Role:

The Senior Investment Strategist works directly with our most sophisticated and complex high-net-worth clients to create custom investment solutions that harness the power of the investment process.

Responsibilities

• How You Will Spend Your Time:
• You will serve as the investment management subject matter expert within a team of professionals.
• You will play a crucial part in the development, maintenance, and oversight of the investment strategy and asset allocation for clients serviced by the Private Wealth Management team.
• You will focus on serving individuals and families with at least $3 million in investable assets.
• Working within the firm's Portfolio Management Division you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis.
• Other duties as assigned.

Qualifications

• You possess a college degree or relevant experience.
• You have 8 years' experience in Investment Management, Financial Planning, or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction.

Required Skills:

• Demonstrate a high degree of emotional intelligence when interacting with clients and internal partners.
• Demonstrates ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities.
• Demonstrates trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.