Portfolio Strategy_Multi-AssetPortfolio 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.
Key Responsibilities and Duties- 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.
Educational Requirements- University (Degree) Preferred
Work Experience- 3+ Years Required; 5+ Years Preferred
FINRA Registrations- SRC Indicator: Series 7; Series 63
Physical Requirements- Physical Requirements: Sedentary Work
Career Level7IC
PREFERRED QUALIFICATIONS:- 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
Anticipated Posting End Date:2026-11-10
Base Pay Range: $114,000/yr - $143,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
