2 часа назад
Investment Strategist
170 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Strategist: Leading the investment process for private wealth clients by developing strategic and tactical asset allocation models with an accent on portfolio construction and manager selection. Focus on performing quantitative and qualitative investment analysis, presenting market outlooks, and advising HNW clients to achieve financial goals.
Location
New York, NY (Must have the right to work in the US without sponsorship)
Salary: $170,000–$200,000 per year
Company
is a global investment management firm focused on delivering institutional-grade financial solutions to private wealth clientele.
What you will do
- Lead the investment process for the team's clients by developing comprehensive portfolio solutions.
- Create and implement strategic and tactical asset allocation models.
- Perform quantitative and qualitative analysis on investment topics and contribute to white papers and articles.
- Present investment strategies and market outlooks to existing clients and prospects.
- Partner with advisors to consult and advise HNW clients on achieving their financial goals.
Requirements
- Minimum of 8 years of experience constructing portfolios for HNW clients or institutions.
- Comprehensive understanding of asset allocation, portfolio construction, and manager selection.
- Must hold SIE, Series 7, and 66 licenses.
- Strong analytical, problem-solving, and communication skills.
- Must be authorized to work in the US without sponsorship.
Culture & Benefits
- Comprehensive benefits package including medical, dental, and vision insurance.
- Retirement contributions and life insurance.
- Eligibility for a discretionary bonus.
- Culture focused on integrity, teamwork, and client excellence.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
2 дня назад
Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Associate - New York
85 000 - 160 000$
6 дней назад
Investment Advisor I
75 000 - 125 000$
6 дней назад
Asset & Wealth Management, Corporate Development, Sr Analyst/Associate - New York
100 000 - 160 000$
4 дня назад
Investment Analyst Opportunistic Credit
135 000 - 240 000$
2 дня назад
Valuation Senior Managing Consultant - Corporate Finance
125 000 - 215 000$
4 дня назад
Portfolio Engineer (Quantitative Investment)
225 000 - 450 000$