Sitting within the Private Wealth Management business, you will work in conjunction with Wealth Advisors and Portfolio Managers to provide asset allocation strategies to clients. This investment management firm is seeking someone who has strong analytical and quantitative skills, along with well established presentation skills.
 

Responsibilities:

• Understand asset allocation, portfolio construction and investment policy statements to create investment solutions for clients
• Present the firm's views on conducted research regarding economic and investment topics to publication contents; for example, webinars, presentations, whitepapers
• Part take in ad-hoc projects
• Engage in due diligence efforts

Competence Requirements:

• 7+ years industry experience; Bachelor's degree
• Private Wealth Management Exposure; portfolio implementation experience with high net worth clients
• Series 7 and 66 exams preferred
• Excellent written and communication skills

If you have any questions about applying or are looking for an opportunity to move within financial services, reach out to me at [email protected]