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Portfolio Strategist

Company: MRINetwork Jobs
Location: Grand Rapids
Posted on: May 15, 2022

Job Description:

Job DescriptionPortfolio Strategist Our client is a highly ranked Multi Family Office and an independent privately-owned RIA firm with over $25 billion in AUM. They are looking for a Portfolio Strategist to:

  • Provide support to the Investment Management Group, Managing Directors, and Internal Teams concerning issues related to investments and client meeting preparation. This includes asset allocation modeling, portfolio recommendations based on policies specified by the Investment Management Group and special analysis/projects.
  • Creates/updates client Investment Allocation Summaries and Investment Recommendation Reports while monitoring and updating investment allocations to keep current with policies
  • Manages discretionary portfolios in rebalancing software
  • Provides recommendations for rebalancing portfolios, investing cash, and raising cash consistent with clients' tax sensitivity, portfolio make-up, manager suitability, and the firm's current investment strategy
  • Applies account specific security restrictions and applies appropriate cash reserves to accounts in rebalancing software
  • Maintains account mapping, substitution or security level definitions for each security held in an account
  • Daily monitoring of compliance metrics and takes action to keep portfolios in tolerance with allocations and Investment Policy Statements Qualifications:
    • Bachelor's degree in business or related field required. MBA, CFA or CFP preferred
    • Experience with rebalancing and portfolio management
    • Understanding of tax efficient management of portfolios
    • 5+ years prior investment related experience Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

      Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business™. So, let's start building!Any inquiries relating to this ad will be kept confidential.

      To learn more about our organization please visit us at www.westportone.comTo apply for this position, submit your resume by choosing one or more of the following:
        • Email your resume in WORD format to Please refer to job reference code JMS/Portfolio3cities in the subject line.
          • Fax resume with cover letter to 314-991-9586. Attention: Kim Carlson. Please refer to job reference code JMS/Portfolio3cities NO CALLS PLEASE

Keywords: MRINetwork Jobs, Grand Rapids , Portfolio Strategist, Other , Grand Rapids, Michigan

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