Advisor - Houston
Core
Provide investment management and strategic asset allocation for ultra-high-net-worth clients using a multi-product suite including equities, fixed income, FX, derivatives, and alternatives.
Role type
Senior IC investment advisor (portfolio advisory)
Builds
Client investment plans and strategic asset allocation recommendations
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Portfolio construction, asset allocation, fundamental and technical analysis, multi-product expertise (equities, fixed income, FX, derivatives, alternatives), client profiling, risk management
Preferred skills
Buy-side and sell-side experience, mathematics and technical applications
Technologies
Proprietary information technology business tools
Responsibilities
Provide investment expertise and ideas through coverage and due diligence in equity and fixed income markets; Participate in the definition of Investment Strategy through Asset Allocation and Products working groups; Develop investment plans and prepare recommendations of appropriate investment products for clients; Execute investment solutions in client accounts in accordance with client plans; Support the sales force to maintain existing Advisory accounts and gather new AUM; Maintain visibility with management, sales force, and clients defending investment policy/strategy.
Seniority
Senior, hands-on IC