Investment Consultant - Portfolio Management Specialist
Core
Senior investment specialist responsible for developing, maintaining, and overseeing discretionary 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 portfolios and advanced PM solutions for clients
Domain
Wealth management / Asset allocation
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Asset allocation modeling, portfolio rebalancing, investment strategy development, client prospecting and meeting management, regulatory compliance knowledge, FINRA registration management
Preferred skills
10+ years relevant experience, 5+ years FINRA registration, active Series 7, 63, 65, or 7 and 66 licenses
Technologies
Firm-approved reporting resources, asset allocation models
Responsibilities
Open investment advisory accounts and manage investment strategy on a discretionary basis, lead meetings to discuss investment strategy options and performance, develop and oversee investment functions including policies and performance metrics, critically examine and rebalances current portfolio holdings, review and develop recommendations for appropriate benchmarks
Seniority
Senior, hands-on IC
