Senior Wealth Strategy Lead — Portfolio & Investments

CFA Institute; San Diego (CA); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

La Jolla Private Wealth Management at CFA Institute seeks a Senior Wealth Strategy Associate to lead portfolio management, trading, and research for high-net-worth clients. You will translate market insights into client communications and collaborate with Financial Advisors to tailor investment solutions.

You will participate in investment committee discussions, monitor performance, and help advance the investment platform and research processes in a fast-paced, client-focused environment.

Qualifikationen

• Experience in wealth management, portfolio management, investment research, or a related field.
• Strong understanding of capital markets, portfolio construction, and investment theory.
• Demonstrated understanding of portfolio construction across taxable and qualified accounts; experience evaluating cash, fixed income, equities, private markets, and alternatives.
• Ability to analyze portfolio performance and communicate investment recommendations clearly.
• CFA designation or progress toward the CFA charter strongly preferred; Series 7 and 66 required.

Aufgaben

• Serve as the team's portfolio management and investment function lead.
• Oversee and execute trading activity across client portfolios.
• Conduct research on asset classes, investment managers, and portfolio strategies.
• Monitor portfolio performance and identify opportunities to improve client outcomes.
• Translate market insights into portfolio recommendations and client communications.
• Lead investment committee discussions and strategic portfolio reviews.
• Join client meetings to explain portfolio positioning and market developments.
• Explain performance drivers and long-term objectives to clients.
• Partner with Financial Advisors to align solutions with client goals and risk tolerance.
• Support ongoing enhancement of the investment platform and research process.

Kenntnisse

Wealth management

Portfolio management

Investment research

Capital markets

Communication

Self-starter

Team collaboration

Jobbeschreibung

La Jolla Private Wealth Management at CFA Institute seeks a Senior Wealth Strategy Associate to lead portfolio management, trading, and research for high-net-worth clients. You will translate market insights into client communications and collaborate with Financial Advisors to tailor investment solutions.

You will participate in investment committee discussions, monitor performance, and help advance the investment platform and research processes in a fast-paced, client-focused environment.