Investment Management Specialist
Core
Support Financial Advisors by executing portfolio analysis, managing client portfolios, and delivering holistic investment solutions aligned with client goals and risk profiles.
Role type
Investment Management Specialist
Builds
Holistic investment solutions and client performance reports
Domain
Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio analysis, Portfolio management, Trade processing, Investment strategy, Client goal alignment, Market monitoring, Regulatory compliance (SAFE Act, Series licenses), Financial modeling
Preferred skills
Causation analysis, Price verification, Wealth planning
Technologies
Proprietary planning and investment management tools, CRC, ML One
Responsibilities
Analyze Merrill and third-party research, Monitor market events, Execute portfolio analysis, Process trades (discretionary/non-discretionary), Prepare client performance reports, Coordinate Investment Committee meetings, Manage client portfolios for risk and goal alignment
Seniority
Individual Contributor, operational support role