Investment Strategist; Wealth Management

Top-Tier Wealth Management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team!

• Lead the investment process for the team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models, and tactical asset allocation recommendations.
• Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers, and articles
• Presenting regularly to existing clients and prospects
• Leveraging the views established by the firm’s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele
• Driving process and provide investment expertise to build optimal portfolios

• Bachelor's Degree
• CFA is a plus
• Series 7 is a must
• 10+ years of experience constructing portfolios on behalf of HNW clients or institutions
• Comprehensive understanding of asset allocation, portfolio construction and manager selection
• Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals
• Keen understanding of the global macro environment, the global economy, and other factors that impact the success of investment management strategies
• Superior analytical and problem-solving skills
• Effective verbal and written communication skills