Investment Strategist

Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.

Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.

The Investment Strategist position supports the Relationship Management team in its primary function of actively managing client investment accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The role will be the second point of contact on the relationship management team in managing and developing client relationships, while reporting to the Chief Investment Officer.

• Propose and implement investment strategies based on client Investment Policy Statements
• Assist in developing and documenting Investment Policy Statements
• Lead, mentor, and support the Portfolio Analyst team
• Act as the main liaison between Investment Management and Relationship Management teams
• Manage portfolio implementation projects, including drift and benchmark analysis
• Support oversight and implementation of alternative investments
• Prepare charts, reports, and client presentation materials
• Draft proposals, presentations, financial plans, and more
• Present to clients and prospects alongside Relationship Managers
• Create timely market and portfolio commentary for client distribution
• Represent Bridges Trust in client and professional engagements

Education & Experience:

• Bachelor s degree in Finance or business related focus.
• CFA or Graduate degree and/or relevant professional certification preferred.
• Series 65 license required within 6 months.
• 7+ years of financial services / wealth management experience.
• Proven experience in investment strategy and portfolio management
• Results driven, detailed oriented and a motivated self-starter
• Strong leadership and mentoring skills
• Excellent communication and analytical capabilities
• Proficiency in Excel, Word, PowerPoint, and financial software
• Knowledge of alternative investments is a plus