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:
- ***CLICKING "APPLY NOW" ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to kim@westportone.com. 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
Didn't find what you're looking for? Search again!
Loading more jobs...