Investment Management Specialist
Core
Supports Financial Advisors by defining team investment philosophies, analyzing market environments, and managing client portfolios to align with client goals and risk tolerance.
Role type
Investment Management Specialist (Wealth Management)
Builds
Holistic investment solutions and analytical reports for Financial Advisors
Domain
Wealth Management / Investment Advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio Analysis, Investment Management, Financial Analysis, Market Monitoring, Client Solutions Advisory, Trade Monitoring, Financial Forecasting, Pricing Verification
Preferred skills
CFA designation
Technologies
Proprietary planning tools, Financial planning tools
Responsibilities
Define FA team investment management philosophy through portfolio analysis, monitor and manage client portfolios to align with goals and risk tolerance, create analytical reports on portfolio performance, review proprietary models to align with market assumptions, assess pricing findings for clients, provide operational support and quality client service
Seniority
Individual Contributor, specialized support role