Portfolio Strategist
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Job Location:
Charlotte, VT - USA
Monthly Salary:
USD 85000 - 100000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Portfolio Strategist is an investment management role supporting Horizons consulting clients. The primary responsibilities of this role include portfolio construction and monitoring manager due diligence investment universe evaluation and overall client support. The Portfolio Strategist will be the primary interface between Horizons Investment Management team and their consulting clients; therefore part of this role is communicating with clients on behalf of IM team and integrating Horizon strategies in customized portfolios while also advocating internally for interests of the consulting clients. This role requires a deep background in investment management to be able to communicate market views allocation positioning and an in-depth knowledge of Horizons investment strategies.
Horizons Portfolio Strategy Group supports the firms largest financial advisory clients through its Outsourced Chief Investment Officer (OCIO) offering. The team provides custom portfolio solutions market research and practice management support to help foster the growth of their clients.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- Effectively communicate Horizons investment solutions and process to financial advisors with the goal of growing assets under management for the business.
- Provide allocation input recommendations research and ideas into client portfolios.
- Evaluate a prospective clients needs and creatively find a solution that most effectively meets their requirements.
- Analyze and evaluate client requests regarding portfolio analysis and positioning of proposed solutions.
- Articulate capital markets analysis to clients while also staying current on market events to provide clients with intelligent research.
- Be the primary investment lead in meetings with current and prospective clients.
- Provide scheduled and ad-hoc updates (both written & verbal) on all aspects of the product area including strategy process positioning performance markets etc.
- Incorporate Horizon strategies into customized client portfolios that are consistent with a goals-based approach to investment management.
- Communicate investment strategies internally with the goal of informing the Investment Management team of relevant competitors or opportunities in the marketplace.
- Respond in a timely manner to client and prospect requests.
- Participate in Investment Management team meetings.
- Adhere to and demonstrate Horizons corporate values on a consistent basis.
Competencies
- Outstanding analytical skills with a demonstrated ability to analyze funds investment methodologies and asset classes.
- Strong interpersonal skills with the ability to build and maintain relationships.
- Flexible communication skills: verbal acuity and writing proficiency ability to listen to clients capable of translating from investment-speak to financial advisor and/or end client language.
- Exceptional organization and prioritization skills.
Required Education and Experience
- Bachelors Degree with a business math finance or economics or similar emphasis
- CFA Designation
Preferred Education and Experience
- A strong knowledge of asset allocation modeling and economic analysis is highly beneficial. Familiarity with multi-asset investing and financial market analysis is valued.
- Demonstrated ability and experience with investment activities including manager and strategy research portfolio construction and implementation portfolio measurement and monitoring and investment policy statement construction.
- Client-facing experience is a plus.
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
Horizon Investments offers goals based financial strategies, investment management, technology, and consulting–tools for investing and advising clients.
