Alternative Investment Strategist
Core
Develop, coordinate, and execute alternatives investment strategies to empower financial advisors and serve UHNW clients with asset class insights and portfolio positioning.
Role type
Senior IC alternative investment strategist
Builds
Actionable investment frameworks, market publications, webcasts, and model portfolios for alternative asset classes
Domain
Wealth Management / Alternative Investments
Required skills
Investment strategy, portfolio construction, risk-return analytics, fund analysis, market research, client portfolio review, complex investment structures, asset allocation, performance measurement, regulatory licensing (Series 7/66)
Preferred skills
CFA/CAIA/CFP designation, HNW client experience, private investment research, multi-asset portfolio management
Technologies
None stated
Responsibilities
Create and implement proactive service models for managing relationships; Organize and participate in webcasts focusing on alternatives topics; Collaborate with the U.S. Investment Committee to formulate market views; Assist UHNW advisors in reviewing client portfolios and allocations; Research model portfolio development that includes alternative investments; Create actionable investment frameworks to help advisors understand risks and opportunities
Seniority
Senior, hands-on IC