Senior Portfolio Strategist
Core
Drive client engagement and deliver customized asset allocation analytics for intermediary clients in the U.S. and globally.
Role type
Senior IC portfolio strategist (multi-asset)
Builds
Client-facing portfolio construction strategies and thought leadership content
Domain
Asset management / Investment advisory
Required skills
Multi-asset portfolio construction, client-facing presentation, asset allocation analytics, industry distribution channels knowledge, data analysis (Morningstar Direct, Bloomberg, FactSet, eVestment), Excel, PowerPoint
Preferred skills
CFA designation, international markets experience, coding
Technologies
Morningstar Direct, Bloomberg, FactSet, eVestment, Excel, PowerPoint
Responsibilities
Conduct individual client meetings and group presentations, research portfolio construction methodologies and risk metrics, partner with sales and technology to improve offerings, identify potential fit for strategies, promote products to drive sales, stay current on capital markets trends
Seniority
Senior, hands-on IC