Investment Consultant - Portfolio Manager Specialist
Core
Senior role responsible for developing, maintaining, and overseeing investment strategies and asset allocation for clients on a discretionary basis.
Role type
Senior IC Investment Consultant / Portfolio Manager Specialist
Builds
Discretionary investment advisory accounts and advanced portfolio management solutions
Domain
Financial Services / Wealth Management
Required skills
Portfolio management, asset allocation, investment strategy development, client prospecting, meeting leadership, policy and procedure oversight, benchmark selection, FINRA registration compliance
Preferred skills
10+ years relevant experience, Morgan Stanley PM Certification, 5+ years FINRA registration
Technologies
Firm approved reporting resources, asset allocation models
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, Critically examine and rebalance current portfolio holdings, Review and develop recommendations for appropriate benchmarks
Seniority
Senior, hands-on IC