Investment Strategist
Core
Support Wealth Advisors in constructing customized multi-asset portfolio solutions and translate market views into practical guidance for high-net-worth clients.
Role type
Senior IC investment strategist
Builds
Strategic asset allocation models, tactical asset allocation recommendations, and client-ready portfolio construction deliverables
Domain
Wealth management / Asset allocation
Required skills
Portfolio construction, asset allocation, public and private markets analysis, data manipulation, presentation creation, client communication
Preferred skills
MBA, CFA designation, high-net-worth client experience, strategic initiatives
Technologies
PowerPoint, Excel, Bloomberg, FactSet
Responsibilities
Support Wealth Advisors in constructing customized multi-asset portfolio solutions; Evaluate and synthesize client specific information to inform actionable portfolio implications; Deliver presentations to client/prospect groups; Analyze and manipulate data to create compelling client-facing content; Support team with ad-hoc projects and training initiatives
Seniority
Senior, hands-on IC