Portfolio Management Associate Director - CFA
Core
Portfolio Management Associate Director who assists Financial Advisors in developing and executing customized investment strategies, creating reporting, and communicating with clients regarding accounts and market conditions.
Role type
Senior IC portfolio management associate director
Builds
Customized investment plans, monthly/quarterly performance reports, and advanced PM solutions for clients
Domain
Wealth Management / Asset Allocation
Deliverable
client delivery
Required skills
Asset allocation, credit research, valuation modeling, database research, trading platform implementation, swap opportunity identification, estate/trust/retirement/insurance objective management, client prospect screening, marketing material development, market review analysis
Preferred skills
Financial industry knowledge, investment product knowledge
Technologies
Proprietary software, PM trading platforms, internet research tools
Responsibilities
Makes asset allocation recommendations and sets up portfolios; Critically examines current holdings to evaluate portfolio actions; Proactively evaluates and upgrades platforms; Implements trades using PM platforms; Conducts credit research and develops valuation models; Leads research meetings; Identifies swap opportunities; Supports advisors in analyzing portfolios and developing advanced solutions; Manages clients' estate, trust, retirement, and insurance objectives; Screens new client prospects; Develops and distributes marketing and seminar materials; Supports advisors in meetings to discuss investment strategies and performs market reviews