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 (Wealth Management)
Builds
Holistic investment solutions and client performance reports for Financial Advisors and clients
Domain
Wealth Management / Investment Management
Required skills
Portfolio Management, Investment Analysis, Market Monitoring, Client Goal Alignment, Trade Processing, Regulatory Compliance (SAFE Act), Financial Planning Tools
Preferred skills
CFA designation, Advanced Trading Experience, Technical & Analytical Experience
Technologies
Proprietary planning and investment management tools, Portfolio analysis models
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, Maintain SAFE Act registration and background checks
Seniority
Individual Contributor, Mid-Senior Level