Portfolio Strategist

Leah Yosef International; United States; Sur place; USD 140 000 - 200 000; Plein temps

Résumé du poste

Multi-Billion AUM Financial Services Firm seeks a Portfolio Strategist to ensure Advisors and their clientele have access to competitive investment solutions across asset classes, with a focus on alternatives. Lead research, due diligence, and portfolio construction as Chair of the Investment Committee.

You will engage directly with 100+ Advisor teams nationwide, vet high-quality strategies (SMAs, strategist models, ETFs, and alternatives), and translate research into actionable guidance for

Qualifications

• 7+ years of industry experience including 3+ years of investment research, manager due diligence, or product-selection experience.
• 3+ years of direct advisor-facing experience.

Responsabilités

• Lead the RIA Investment Committee, vetting high-quality investment strategies, and conducting quarterly reviews with recommended strategies, including SMAs, strategist models, OEFs, ETFs and alternative structures.
• Provide actionable research related to capital markets, manager research and portfolio construction.
• Communicate and educate 100+ teams of Advisors nationwide with regards to the attributes of best-in-class investment choices to drive adoption of managed platforms.
• Extensive contact with Advisors assisting with investment strategy selection, portfolio construction and general capital markets questions.

Connaissances

Investment research

Advisor-facing experience

Manager due diligence

Description du poste

Multi-Billion AUM Financial Services Firm

Overview

Multi-Billion AUM Financial Services Network is seeking a Portfolio Strategist to ensure Advisors and their clientele have access to competitive investment solutions across asset classes, with a focus on alternatives.

Opportunity to lead research, due diligence, and portfolio construction a Chair the Investment Committee.

Highlights

• Lead the RIA Investment Committee, vetting high-quality investment strategies, and conducting quarterly reviews with recommended strategies, including SMAs, strategist models, OEFs, ETFs and alternative structures
• Provide actionable research related to capital market, manager research and portfolio construction
• Communicate and educate 100+ teams of Advisors nationwide with regards to the attributes of best-in-class investment choices to drive adoption of managed platforms.
• Extensive contact with Advisors assisting with investment strategy selection, portfolio construction and general capital markets questions.

Requirements

• 7+ years of industry experience, including 3+ years of investment research, manager due diligence, or product-selection experience
• 3+ years of direct advisor-facing experience