Multi-Asset Portfolio Strategist

Jobtailor; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a seasoned investment professional to lead and support the evolution of its Portfolio Strategy & Solutions team. You will prepare client meetings, contribute to thought leadership, and develop marketing collateral while coordinating daily portfolio management processes.

Ideal candidates have 3+ years of experience, a university degree, and registrations Series 7 & 63; CFA is preferred or underway.

Qualifications

• 3+ years of work experience required.
• University degree preferred.
• CFA preferred or working towards completion.
• Series 7 Registration and Series 63 Registration required.
• Client-facing experience with a US Wealth Manager is desired.
• Bloomberg Analytics proficiency is a plus.
• Knowledge of analytical skills, asset/investment modeling, asset allocation, asset management, and financial risk analysis.

Responsibilities

• Lead and support projects for the continued evolution of the Portfolio Strategy & Solution team and services.
• Assist in preparing internal and external client meetings, including Learning & Development activities.
• Support investment research and thought leadership activities.
• Develop collateral and marketing materials.
• Assist with Request For Proposals and Due Diligence Questionnaires responses.
• Assess practical implications for investment strategy and make recommendations based on market trends.
• Produce weekly, monthly, and yearly attribution reports.
• Highlight portfolio trends against benchmarks.
• Coordinate day-to-day processes within the portfolio management department.
• Develop portfolio solution strategies supporting client objectives.

Job description

• Lead and support projects for the continued evolution of the Portfolio Strategy & Solution team and services
• Assist in preparing internal and external client meetings, including Learning & Development activities
• Support investment research and thought leadership activities
• Develop collateral and marketing materials
• Assist with Request For Proposals and Due Diligence Questionnaires responses
• Assess practical implications for investment strategy and make recommendations based on market trends
• Produce weekly, monthly, and yearly attribution reports
• Highlight portfolio trends against benchmarks
• Coordinate day-to-day processes within the portfolio management department
• Develop portfolio solution strategies supporting client objectives

Requirements

• 3+ years of work experience required
• University degree preferred
• Series 7 registration
• Series 63 registration
• CFA preferred or working towards completion
• Client-facing experience with a US Wealth Manager
• Bloomberg Analytics proficiency is a plus
• Knowledge of analytical skills, asset/investment modeling, asset allocation, asset management, economic analysis, financial risk management, forecasting, investment research/analysis, investments, investment strategy acumen, and programming
• Sedentary work physical requirements

Core Competencies

Demonstrates expertise in investment strategy acumen, asset management, and financial risk management while effectively coordinating client-facing activities and producing detailed attribution reports. Proficient in developing portfolio solution strategies that align with client objectives and market trends.

Highest-signal resume keywords

• Investment Strategy Acumen
• Client-Facing Experience
• Bloomberg Analytics Proficiency
• Series 7 Registration
• Series 63 Registration

ATS Optimization Keywords

Hard Skills

• Asset Management
• Financial Risk Management
• Investment Research/Analysis
• Asset Allocation
• Forecasting
• Analytical Skills
• Programming
• Due Diligence Questionnaires
• Attribution Reporting
• Market Trend Analysis

Soft Skills

• Collaboration
• Communication
• Leadership

Certifications & Qualifications

• CFA
• Series 7 Registration
• Series 63 Registration

Industry Keywords

• Portfolio Management
• Wealth Management
• Investment Strategy
• Client Objectives
• Learning & Development