Investment Strategist (Wealth Management)

Social Capital Resources; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

A top-tier wealth management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team. The candidate will lead investment processes for clients, develop asset allocation models, and perform in-depth analyses on investment topics. A Bachelor's Degree is required, along with a Series 7 license and at least 10 years' experience working with high-net-worth clients. Strong analytical and communication skills are essential for advising clients effectively.

Qualifications

• 10+ years of experience constructing portfolios for high-net-worth clients or institutions.
• Comprehensive understanding of asset allocation, portfolio construction, and manager selection.
• Proven ability to partner with Advisors for client financial goals.

Responsibilities

• Lead the investment process through strategic asset allocation models.
• Perform quantitative and qualitative analyses on investment topics.
• Present regularly to clients and prospects.

Skills

Portfolio construction

Asset allocation

Investment analysis

Client consultation

Analytical skills

Communication skills

Education

Bachelor's Degree

CFA

Tools

Investment models

Analytical tools

Job description

Top-Tier Wealth Management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team!

Responsibilities

• Lead the investment process for the team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models, and tactical asset allocation recommendations.
• Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers, and articles
• Presenting regularly to existing clients and prospects
• 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 provide investment expertise to build optimal portfolios

Qualifications

• Bachelor's Degree
• CFA is a plus
• Series 7 is a must
• 10+ years of experience constructing portfolios on behalf of HNW clients or institutions
• 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