Investment Strategist Senior
Investment Strategist Senior
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$ 99750 - 214370
1 Vacancy
Job Description
Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the divisions outlook for the upcoming cycle in the manner best suited to the clients goals and objectives.
The Senior Investment Strategist works directly with our most sophisticated and complex high-net-worth clients to create custom investment solutions that harness the power of the investment process.
The Portfolio Construction Desk collaborate with the firms Portfolio Construction Desk (PCD) to open investment advisory accounts for high-net-worth clients and manage their investment strategy on a discretionary basis.
Relationship Management and Sales Support Assist Wealth Advisors and Managing Partners with analyzing portfolios and developing advanced Portfolio Management solutions and strategies based on the unique Investment Policy Statement (IPS) for each individual client and parameters provided via Request for Proposal (RFP) opportunities.
Client Service Serve as the investment expert during client meetings. Lead the discussion around investment strategy options and performance. Articulate firm messaging about key macro-economic and market factors. Participate and on occasion lead sales presentations. Collaborate with Client Service Specialist and Relationship Manager to ensure that administrative tasks are processed in an accurate and timely manner.
Investment Oversight Develop and oversee investment functions including policies procedures reporting Regulation 9 review and performance metrics utilizing firm-approved resources. This includes the deployment of firm approved asset allocation models and the implementation of strategy.
Asset Allocation Make asset allocation recommendations and set up portfolios in collaboration with PCD. Critically examine current portfolio and provide rebalance instructions to PCD.
Benchmark and Investment Policy Recommendations Review and develop recommendations for appropriate benchmarks for the current asset allocation. Provide initial and ongoing review of client IPS.
Investment Committees Active participation or leadership of assigned investment committee within the investment division.
How you will spend your time:
- You will serve as the investment management subject matter expert within a team of professionals.
- You will play a crucial part in the development maintenance and oversight of the investment strategy and asset allocation for clients serviced by the Private Wealth Management team.
- You will focus on serving individuals and families with at least $3 million in investable assets.
- Working within the firms Portfolio Management Division you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis.
- Other duties as assigned.
Were excited to talk with you if:
- You possess a college degree or relevant experience.
- You have 8 years experience in Investment Management Financial Planning or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction.
- Demonstrate a high degree of emotional intelligence when interacting with clients and internal partners.
- Demonstrates ability to develop expand and close relationships with clients and external professionals (attorneys financial advisors accountants) to enhance business opportunities.
- Demonstrates strong communication skills (verbal written listening presentation).
- Demonstrates trust investment and trading knowledge of portfolio modeling platforms policies and procedures state and federal laws/regulations.
- Demonstrates strong leadership skills.
Compensation Range:
$99750.00 - $214370.00The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related factors. In addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical dental vision and other insurance coverage; health savings flexible spending and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race color religion sex (including gender pregnancy sexual orientation and gender identity) national origin age disability military service veteran status genetic information or any other status protected by applicable federal state or local law. If you need accommodation for any part of the employment process because of a disability please send an e-mail to to let us know the nature of your request.
If you are a California resident please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Employment Type
Full-Time
