Senior Investment Strategist (Bay Area)
Core
Provide thought leadership, portfolio construction, and analytical support to local advisor teams and high net worth clients.
Role type
Senior IC investment strategist
Builds
Client portfolios and investment strategies
Domain
Wealth management / High Net Worth Investing
Required skills
Portfolio construction, asset location, vehicle selection, private market investments, alternative asset solutions, quantitative skills, factor-based investing, client communication
Preferred skills
MBA, CFA, private market investments, alternative asset solutions, quantitative skills, factor-based investing
Technologies
None stated
Responsibilities
Craft and deliver portfolio construction, asset location, and vehicle selection advice; Provide expert insight into firm's investment philosophy; Ensure timely completion of annual portfolio reviews; Engage in industry associations and research; Travel to build relationships
Seniority
Senior, hands-on IC