Private Wealth Investment Management Specialist
Core
Define investment management philosophy for Financial Advisors through portfolio analysis and expertise in investment products to align client risk profiles and goals.
Role type
Investment Management Specialist
Builds
Holistic investment solutions and client performance reports
Domain
Wealth Management / Investment Advisory
Deliverable
client delivery
Required skills
Portfolio analysis, Investment strategy, Risk assessment, Market research, Trade processing, Client goal alignment, Regulatory compliance (SAFE Act), Financial modeling
Preferred skills
CFA designation, Advanced trading expertise, Technical analytical experience
Technologies
Proprietary planning tools, Investment management platforms, Portfolio analysis software
Responsibilities
Monitor and manage client portfolios to align with goals and risk tolerance, Analyze market environment and research portfolio recommendations, Prepare client performance review reports, Process trades (discretionary and non-discretionary), Coordinate Investment Committee meetings, Assess pricing findings for clients
Seniority
Individual Contributor, Specialist level