Investment Strategist (Texas; Mountain or Pacific Time Zones)
Core
Provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams and high net worth clients.
Role type
Investment Strategist (Portfolio Management)
Builds
Client portfolios and investment strategies for high net worth individuals
Domain
Wealth Management / Private Markets
Required skills
Portfolio construction, asset location, vehicle selection, quantitative analysis, client communication, industry research, compliance knowledge (Reg 9s), stakeholder management
Preferred skills
Private market investments, alternative asset solutions, quantitative/factor-based investing, MBA, CFA, Series 65 license, 10+ years client-facing wealth management experience
Technologies
Investment platforms, portfolio management systems, compliance tools
Responsibilities
Craft and deliver portfolio construction and asset location advice to assigned high net worth clients, represent firm investment philosophy to advisors and clients, ensure timely completion of annual portfolio reviews, engage in industry associations and research, travel to build relationships with regional offices
Seniority
Mid-Senior Level, Client-Facing IC