Senior Portfolio Strategist
HybridNo visa sponsorship
Core
Advises sophisticated financial advisor clients on asset allocation, portfolio construction, and fund selection to improve investment outcomes.
Role type
Senior IC portfolio strategist (financial services)
Builds
Investment strategies and portfolio reviews for broker-dealers, asset managers, and registered investment advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
portfolio construction, asset allocation, fund selection, investment policy statement development, intermediary industry knowledge, regulatory compliance
Preferred skills
CFA, CFP
Technologies
None stated
Responsibilities
Consult with clients to develop investment policy statements, conduct investment reviews, collaborate on business development, coach less experienced crew, present at conferences
Seniority
Senior, hands-on IC