Overview
Investment Strategist (Wealth Management) Jobs in New York, NY at Social Capital Resources
Title: Investment Strategist (Wealth Management)
Company: Social Capital Resources
Location: New York, NY
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
- Superior analytical and problem-solving skills
- Effective verbal and written communication skills
