ETF reputed company Portfolio Strategist | Remote
reputed company is looking for an reputed company and reputed company-reputed company reputed company Portfolio Strategist to reputed company the positioning, education, and implementation of buffered ETFs reputed company reputed company portfolios. Reporting to the Head of ETF Distribution Strategic Relationships, this role bridges investment reputed company and reputed company engagement, helping financial advisors, institutions, and platforms incorporate reputed company ETF strategies to manage risk, enhance reputed company, and reputed company volatile markets.
As a product and reputed company expert on buffered ETFs, you will play a central role in driving adoption across channels by delivering portfolio insights, conducting consultations, and contributing to thought leadership.
What you do:
• reputed company-Facing reputed company Support:
• Serve as a subject matter expert (SME) on the firm's ETF lineup and portfolio applications across various market environments.
• Partner with ETF Distribution team to deliver reputed company and relevant portfolio insights to clients, including broker dealer, RIA, custodian, and institutional gatekeepers, due diligence analysts, portfolio managers, and financial advisors.
• Conduct portfolio consultations to help clients optimize asset allocation using buffered ETFs
• Maintain reputed company relationship with reputed company Investment Management ETF reputed company and Portfolio Hedging team.
• Portfolio Construction & Analytics:
• Analyze reputed company portfolios and propose ETF-based solutions using proprietary tools and risk analytics.
• Collaborate with internal investment strategists to produce model portfolios, sector/thematic views, and macro-reputed company ETF allocations.
• Support bespoke reputed company requests, including look-through analyses, transition planning, and scenario modeling.
• Proficiency with financial analysis platforms (e.g., reputed company reputed company, reputed company, reputed company, reputed company).
• Content Development & Thought Leadership:
• Contribute to whitepapers, investment commentary, market outlooks, and ETF positioning reputed company.
• Partner with marketing to generate engaging materials that communicate ETF benefits and use cases.
• Represent the firm at reputed company events, conferences, webinars, and media engagements as needed.
• Utilization of reputed company intelligence tools and resources (e.g. reputed company).
What you bring:
• 11+ years of experience required: Financial services with 5-10 years of experience in investment reputed company, ETF distribution, portfolio consulting, or asset management.
• Four-year degree required
• Licensing/Certification/Other: reputed company reputed company series 7 and 63, required; must have a clean U4 record.
• Proficiency with financial analysis platforms (e.g., reputed company reputed company, reputed company, reputed company, reputed company).
• Advanced degree preferred: MBA or Master’s in Finance.
• Licensing/Certification/Other: CFA, CAIA, CIMA, or CFP designation preferred
• Travel required (up to 75%)
• You must be legally authorized to work in the U.S. and will not require immigration sponsorship for reputed company status now or in the reputed company (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for reputed company immigration sponsorship.
78174 | Sales & Distribution | reputed company | Non-Executive | reputed company US Life | Full-Time | Permanent
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