Investment Management Specialist
Core
Supports Financial Advisors by defining investment philosophies, analyzing portfolios, and delivering holistic investment solutions to align with client goals.
Role type
Investment Management Specialist (Financial Advisor Support)
Builds
Client investment portfolios and analytical reports for Financial Advisors
Domain
Wealth Management / Investment Management
Required skills
Portfolio Management, Investment Analysis, Financial Planning, Market Research, Regulatory Compliance (SAFE Act, Series 7/66/63/65), Client Needs Assessment
Preferred skills
Causation Analysis, Financial Forecasting, Trading Strategy, Wealth Planning
Technologies
Proprietary planning tools, Portfolio analysis models
Responsibilities
Monitor and manage client portfolios to align with goals and risk tolerance; Analyze market environment and review portfolio recommendations; Create analytical reports on client performance; Assess pricing findings to ensure client understanding of solutions.
Seniority
Individual Contributor, Specialist