Investment Strategist - Hybrid (Pacific, Mountain, or Central 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 / Investment Management
Required skills
Portfolio construction, asset location, vehicle selection, investment philosophy communication, annual portfolio reviews, industry research, stakeholder management, quantitative analysis, client communication
Preferred skills
Private market investments, alternative asset solutions, quantitative/factor-based investing, MBA, CFA
Technologies
None stated
Responsibilities
Craft and deliver portfolio construction and asset location advice to assigned high net worth clients, Represent firm's investment philosophy to local advisor teams and HNW clients, Ensure timely completion of annual portfolio reviews including Reg 9s, Engage in industry associations and events to stay on top of trends, Travel to build and manage relationships with regional offices and key clients
Seniority
Mid-Senior level (10 years experience preferred)