Investment Specialist - RIA Channel
Core
Client-facing investment specialist partnering with Registered Investment Advisors (RIAs) to drive asset growth through customized analytics, portfolio construction guidance, and market insights.
Role type
Senior IC investment specialist (RIA channel)
Builds
Customized investment analyses, model portfolios, and client-facing thought leadership content
Domain
Asset management / Wealth management / RIA advisory ecosystem
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, asset allocation, capital markets analysis, performance evaluation, holdings diagnostics, attribution analysis, risk management, competitive landscape analysis, client presentation, business development support
Preferred skills
CFA designation, experience with FactSet/YCharts/Morningstar Direct/Salesforce, RIA channel exposure
Technologies
FactSet, YCharts, Morningstar Direct, Salesforce
Responsibilities
Deliver customized investment analyses including performance evaluation and portfolio optimization; Partner with advisors to design model portfolios; Lead investment discussions to drive net asset flows; Develop expertise in competitive landscape to position products; Partner with sales/marketing for cohesive messaging; Represent firm as subject matter expert in presentations and content
Seniority
Senior, hands-on IC
