Portfolio design, construction and oversight of client portfolios involving areas such as strategic asset allocation, investment manager / vehicle selection and oversight, risk / performance management and evaluation
Develop client relationships by understanding client investment needs and proposing appropriate portfolio solutions
Communicate and develop materials for clients and prospects including investment-related analysis, client and prospect presentations and developing responses for client Request for Proposals (RFP)
Work with distribution channels, senior portfolio managers and internal team to drive business opportunities
Conduct and be involved in client training sessions to discuss portfolio construction, approach to asset allocation, markets and economy
SKILLS & EXPERIENCE WE'RE LOOKING FOR
2-4 years of investment or portfolio management experience, with a preference for cross-asset experience
CFA charter holder preferred, or someone pursuing it
Client-focused mentality with ability to communicate complex market ideas/strategies to clients of varying levels of sophistication in both large and small audiences
Strong interest in the financial markets and a good investment sense/commercial instinct
Highly organized individual able to manage multiple tasks in a fast-paced environment
Intelligent, creative, and good problem-solving abilities
A self-starter, should have ability to work independently as well as thrive in a team environment
Detail oriented and meticulous, strong quantitative and analytical skills