Investment Strategist - Private Wealth

About the role

A Wealth Advisor Team is looking for an Investment Strategist to lead the investment process for its clients. The role develops comprehensive portfolio solutions, including strategic and tactical asset allocation models and recommendations, using the firm's Investment Strategy Group and the Asset Allocation Committee. It suits someone with a proven track record of building customized portfolios for high-net-worth clients.

Key responsibilities

• Contribute to strategic and tactical asset allocation recommendations for private wealth clients, drawing on the firm's institutional asset management views
• Drive the process and provide investment expertise to build optimal portfolios
• Perform quantitative and qualitative analysis on investment topics, build models when needed, and contribute to presentations, white papers and articles
• Present regularly to existing clients and prospects

Required profile

• At least 8 years of experience constructing portfolios for HNW clients or institutions
• Comprehensive understanding of asset allocation, portfolio construction and manager selection
• Proven ability to partner with Advisors to present, consult and advise HNW clients
• Strong understanding of the global macro environment and economy
• SIE, Series 7 and Series 66 licenses required; right to work in the country of the role without sponsorship

Required skills

• Superior analytical and problem-solving skills
• Effective verbal and written communication
• Client-focused, entrepreneurial approach with strong work ethic

What we offer

• Salary range of $170,000-$200,000, with eligibility for a discretionary bonus
• Paid time off, medical, dental and vision insurance, retirement, life insurance and other benefits