Portfolio Strategy

Portfolio Strategy

Portfolio Strategy provides support and coverage of the multi-asset market for the client and organization. Working under moderate supervision, this job coordinates the day-to-day processes within the portfolio management department. This job also develops portfolio solutions strategies that support client objectives.

• Leads and supports projects for the continued evolution of the Portfolio Strategy & Solution team and services.
• Assists in preparation of internal and external client meetings, including Learning & Development activities.
• Supports investment research and thought leadership activities.
• Develops collateral and other marketing materials and assists with Request For Proposals/Due Diligence Questionnaires responses.
• Assesses practical implications for investment strategy and makes recommendations based on market trends.
• Produces weekly, monthly, and yearly attribution reports and highlights portfolio trends against benchmarks.

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63

• Physical Requirements:
  
  Sedentary Work

• CPA preferred or working towards completion
• Client facing experience with a US Wealth Manager
• Bloomberg Analytics proficiency a plus

Related

Skills:

Analytical Skills, Asset/Investment Modeling, Asset Allocation, Asset Management, Communication, Economic Analysis, Financial Risk Management, Forecasting, Investment Research/Analysis, Investments, Investment Strategy Acumen, Programming