Portfolio Consultant
Core
Drive investment management services for Wealth Advisors, serving as the main point of contact for investment and portfolio management.
Role type
Senior IC Portfolio Consultant
Builds
Investment strategies, portfolio implementations, and analytics deliverables for Wealth Management teams
Domain
Wealth Management / Investment Management
Required skills
Investment strategy design, capital markets knowledge, portfolio implementation, complex investment vehicles expertise, analytics drafting and auditing, process workflow management, team training, compliance coordination
Preferred skills
CFA designation, advanced degree in Finance/Economics, Orion platform proficiency, Morningstar platform proficiency, advanced Excel data analytics
Technologies
Orion, Morningstar, MS Excel
Responsibilities
Consult with Wealth Advisors on portfolio strategy and objectives, lead presentations on investment topics, manage portfolio implementations to meet SLAs, audit implementations for objective alignment, coordinate process improvements with central teams, train new hires on investment platforms
Seniority
Senior, hands-on IC