Investment Specialist – Client Solutions and Research Relationships
Core
Translate investment expertise into practical solutions and insights for advisers and clients, supporting client acquisition, retention, and review activities.
Role type
Senior IC investment specialist (client solutions and research)
Builds
Client communications, sales collateral, portfolio construction guidance, and investment research insights
Domain
Wealth management / Investment advisory
Deliverable
product features
Required skills
Portfolio construction, manager selection and evaluation, asset allocation, investment research, client communication, presentation to investment committees, numerical modeling, synthesis of complex information
Preferred skills
CFA or MBA progress, sales experience in advice context, relationship management with external research houses
Technologies
None stated
Responsibilities
Provide guidance to advisers on portfolio construction and manager selection; Lead or contribute to investment-related client work including research insights and asset-allocation recommendations; Deliver training and coaching to advisers on investment philosophy and market views; Develop high-quality investment research and sales collateral; Present investment recommendations and market outlooks to advisers and clients; Manage relationships with external research houses
Seniority
Senior, hands-on IC