Identifies, recommends, and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients
Job Summary
Identifies, recommends, and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients.
Conduct fundamental bottoms-up research on a variety of companies, analyzing underlying drives, financial metrics, competitors, customers and suppliers.
Serve as proven investment thought leader for the investment management organization and work with client-facing colleagues to strengthen their understanding of investment solutions.
Matching Summary
Identifies, recommends, and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients.
Salary
$128,100.00 - $213,500.00 Annual (USD)
Skills & Requirements
Must-have
Fundamental bottoms-up research
Maintain coverage responsibility
Co-portfolio management duties
Investment thought leader
Client and prospect meetings
Nice-to-have
Network of industry contacts
Promote an environment that supports belonging
Key Requirements
Bachelor's degree and 5 years' experience or 9 years higher education/work experience
Minimum of 5 years' relevant experience
Minimum of 10 years' relevant experience (Preferred)
CFA or progressing toward CFA designation (Preferred)