Investment Specialist

The Encompass Group is partnering with a boutique Registered Investment Advisor (RIA) firm in DFW, to identify an experienced Investment Specialist to join its growing team.

This is an opportunity for an investment-focused professional who enjoys combining portfolio management, investment research, alternative investments, and client strategy
. The Investment Specialist will work closely with the firm’s advisors to develop thoughtful investment recommendations for high-net-worth clients while also playing a hands-on role in managing and trading the firm’s in-house investment models.

What You’ll Do:

• Run, monitor, and trade the firm’s in-house investment models.
• Research traditional and alternative investment opportunities across public and private markets.
• Evaluate investments including private equity, private credit, interval funds, and structured notes
  .
• Prepare investment recommendations and portfolio strategies for prospective and new clients.
• Partner with advisors to assess client risk tolerance and develop appropriate investment recommendations.
• Prepare investment materials and analysis for ongoing client portfolio reviews.
• Support advisors during client review meetings with investment insights, market perspectives, and portfolio recommendations.
• Conduct ongoing due diligence and research across investment managers, strategies, products, and market opportunities.
• Help ensure portfolio recommendations remain aligned with each client’s objectives, risk profile, and broader financial strategy.

What We’re Looking For:

• 5–7 years of professional experience with a strong focus on investments, portfolio management, or investment research.
• Strong understanding of both traditional investments and alternative strategies.
• Direct knowledge of private equity, private credit, interval funds, and structured notes
  .
• Experience with portfolio models, investment research, and developing client-specific recommendations.
• Ability to translate complex investment concepts into clear, actionable recommendations for advisors and clients.
• Strong analytical, organizational, and communication skills.
• Comfortable working in a collaborative, boutique RIA environment where investment expertise has a direct impact on clients.

Why This Opportunity?

This role offers the opportunity to join a boutique wealth management environment where you can have meaningful ownership over the investment function and work closely with advisors and clients. Rather than operating within a highly segmented investment organization, you’ll have visibility across research, portfolio construction, trading, alternative investments, and client strategy.