Investment Consultant - Portfolio Management Specialist
Core
Senior-level specialist responsible for developing, maintaining, and overseeing investment strategies and asset allocation for clients within the firm's Portfolio Management program.
Role type
Senior IC Investment Consultant (Portfolio Management)
Builds
Discretionary investment accounts and advanced portfolio solutions for clients
Domain
Wealth Management / Asset Allocation
Required skills
Portfolio management, asset allocation, investment strategy development, client prospecting, performance analysis, regulatory compliance, policy oversight
Preferred skills
Financial industry knowledge, advanced communication, benchmark selection, rebalancing
Technologies
Portfolio Management program, firm-approved reporting resources
Responsibilities
Open investment advisory accounts and manage investment strategy on a discretionary basis; Support Financial Advisors in analyzing portfolios and developing advanced PM solutions; Lead meetings to discuss investment strategy options and performance; Manage client interaction by participating and driving client prospecting and meetings; Develop and oversee investment functions including policies, procedures, reporting, and performance metrics; Make asset allocation recommendations and set up portfolios; Critically examine and rebalance current portfolio holdings; Review and develop recommendations for appropriate benchmarks.
Seniority
Senior, hands-on IC