Strategic Multi-Asset Portfolio Lead

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

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.