Top-Tier Wealth Management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team!
Responsibilities:
Lead the investment process for the team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models, and tactical asset allocation recommendations.
Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers, and articles
Presenting regularly to existing clients and prospects
Leveraging the views established by the firm’s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele
Driving process and provide investment expertise to build optimal portfolios
Qualifications:
Bachelor's Degree
CFA is a plus
Series 7 is a must
10+ years of experience constructing portfolios on behalf of 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 to achieve their financial goals
Keen understanding of the global macro environment, the global economy, and other factors that impact the success of investment management strategies
