Lead Alternatives Investment Strategist

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Coaching & development

Dynamic high-performing team

Challenging work

Client relationships

Job summary

RBC Capital Markets, LLC in Minneapolis seeks an Alternatives Investment Strategist within RBC US Wealth Management to support the Portfolio Advisory Group with developing and executing alternatives strategies and investment views for advisors and clients.

You will publish materials, lead webcasts, and collaborate on campaigns while helping UHNW portfolios incorporate alternatives. A strong background in finance and advisory experience is required, with Series licenses or ability to obtain.

Qualifications

• Bachelor's degree, preferably in Finance or Economics.
• 10+ years' financial industry experience.
• 5+ years' experience as an investment strategist or similar role.
• Series 7 & 66 licensed or ability to obtain in 180 days.
• Previous experience working with financial advisors.
• Knowledge of complex investment structures and esoteric investments.
• Exhibits wealth management and investment products expertise.
• Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals.
• Effective problem identification, analytical and resolution skills.
• Ability to distill complex or detailed financial information into key points and a recommendation.
• Knowledge of investment management disciplines such as asset allocation, portfolio construction, risk return analytics, performance measurement and reporting.
• Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals.

Responsibilities

• Publish internal and external materials on the alternatives market.
• Organize and participate in webcasts focusing on alternatives topics and market outlook.
• Collaborate with Marketing to support alternatives campaigns and enhance website content.
• Collaborate with the U.S. Investment Committee and Global Portfolio Advisory Committee to formulate market views across asset classes.
• Assist UHNW advisors or internal partners in review of client portfolios with focus on alternatives.
• Create and implement a proactive service model for managing relationships.
• Stay current on emerging trends to inform investment recommendations.
• Create an actionable investment framework within the alternatives market for advisors and clients.
• Communicate market views and economic perspectives via client presentations and publications.
• Relate market developments to portfolio positioning within alternative asset classes.
• Research model portfolio development including alternatives.

Skills

Active Learning

Adaptability

Alternative Investments

Building Trust

Capital Markets

Client Service

Collaboration

Critical Thinking

Economic Analysis

Effective Written Communication

Fund Analysis

Investment Management

Manager Research

Professional Presentation

Taking Ownership

Teamwork

Education

Bachelor's degree in Finance or Economics

Job description

RBC Capital Markets, LLC in Minneapolis seeks an Alternatives Investment Strategist within RBC US Wealth Management to support the Portfolio Advisory Group with developing and executing alternatives strategies and investment views for advisors and clients.

You will publish materials, lead webcasts, and collaborate on campaigns while helping UHNW portfolios incorporate alternatives. A strong background in finance and advisory experience is required, with Series licenses or ability to obtain.