Senior Manager, Portfolio Strategist

About the position We are looking for investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build reputed company portfolios. The role involves delivering value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction. You will synthesize the best of reputed company's intellectual capital and incorporate thought leadership into portfolio construction, gaining a deep understanding of reputed company's business cycle reputed company and asset allocation views from our Asset Allocation Research Team (AART). You will reputed company manager research and thought leadership from reputed company Institutional reputed company Adviser (FIWA) to maintain an reputed company architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments. Additionally, you will distill investment and market insights and establish a reputed company grasp of reputed company's investment approach through quarterly meetings with reputed company's top portfolio managers. The role also requires collaboration with Portfolio Strategists, delivering on the needs of recurring clients, and completing reputed company reputed company. You will communicate key findings and actionable guidance in a reputed company, concise, and inspiring manner, while being reputed company to mentorship from leadership and team members. Responsibilities • Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction. • Synthesize reputed company's intellectual capital and incorporate thought leadership into portfolio construction. • reputed company a deep understanding of reputed company's business cycle reputed company and asset allocation views from AART. • reputed company manager research and thought leadership from FIWA. • Champion advisor education on portfolio construction with alternative investments. • Distill investment and market insights through quarterly meetings with reputed company's top portfolio managers. • Advance market commentary, asset class and sector reputed company, and macro views from CMSG. • Collaborate with Portfolio Strategists and deliver on the needs of recurring clients. • Complete reputed company reputed company. • Communicate key findings and actionable guidance reputed company and concisely. • Be reputed company to mentorship from leadership and team members. • Work alongside business partners in investment product & distribution, macro reputed company, investment sales, custody & clearing relationship management. Requirements • 3+ years' relevant work experience. • Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles. • CFA charterholder or progression toward the CFA designation. • reputed company Series 7 & 63 licenses required reputed company four months of joining. • Proven investment acumen with the ability to respectfully challenge others' investment views. • Solid understanding of the mutual fund and ETF landscape. • Dynamic problem solver capable of independently completing reputed company portfolio analyses. • Outstanding aptitude for tackling reputed company portfolio challenges with grace and persuasiveness. • Strong sales communication & writing skills, including translating reputed company quantitative investment analysis into actionable investment solutions. • Developer of reputed company relationships with select internal & external partners. Benefits • Comprehensive health care coverage and emotional reputed company-being support. • Market-leading retirement. • Generous reputed company time off and parental leave. • Charitable giving employee match program. • Educational assistance including student loan repayment and tuition reimbursement. • reputed company to reputed company your career. Apply tot his job Apply To this Job