Portfolio Construction Lead

2 weeks ago


Baltimore, Maryland, United States Fundfire Full time

At Fundfire, we believe in fostering an environment where you can thrive, contribute, and make a significant impact. As a leading asset management firm, we are dedicated to providing exceptional investment management and retirement solutions that our clients can trust now and in the future. Your work here truly matters, and we encourage you to consider the opportunity to advance your career with us.

POSITION OVERVIEW

This role is integral to Fundfire's portfolio construction initiatives, engaging with clients and prospects on matters of portfolio design, asset allocation, capital markets, and economic insights.

The ideal candidate will possess a deep understanding of investment strategies and asset allocation, complemented by outstanding communication abilities and a strong client service focus.

KEY RESPONSIBILITIES

  1. Facilitates strategic dialogues between Fundfire relationship managers and key clients to explore how our firm can assist in realizing their strategic objectives.
  2. Analyzes complex data to provide guidance to clients on portfolio design and investment strategies.
  3. Delivers consultations, performance assessments, and analytical insights to both clients and internal teams, showcasing the strengths of Fundfire's offerings.
  4. Collaborates with portfolio managers, analysts, and client consultants to gather pertinent information that supports informed decision-making regarding global markets and asset allocation.
  5. Acts as a subject matter expert, spearheading essential research projects.
  6. Partners with management and key stakeholders to develop tools, methodologies, and intellectual resources that underpin our investment offerings.
  7. Works alongside other Fundfire specialists to enhance and commercialize services while improving research capabilities and developing new service tools.
  8. Drives innovation through comprehensive research on emerging investment trends, staying informed on the latest industry developments.
  9. Mentors and trains junior colleagues in portfolio construction and the application of available tools and strategies.
  10. As a recognized authority in the field, frequently presents at industry conferences and key client engagements.

QUALIFICATIONS

Essential:

A Bachelor's degree or equivalent combination of education and relevant experience, along with a minimum of 10 years of pertinent work experience.

An MBA and/or CFA designation is preferred.

WORK FLEXIBILITY

This position allows for remote work flexibility.

COMMITMENT TO DIVERSITY

Fundfire is committed to promoting diversity, equity, and inclusion within our workforce. We believe that embracing diverse perspectives strengthens our organization and enhances the value we provide to our clients.

BENEFITS

  • Competitive compensation and bonuses, alongside a robust retirement plan and employee stock purchase options with matching contributions.
  • Flexible work arrangements.
  • Tuition reimbursement programs.
  • Wellness initiatives, including fitness reimbursements and an Employee Assistance Program.

Fundfire is an equal opportunity employer and values diversity in thought, gender, and race. We are dedicated to ensuring that all associates and applicants are treated fairly and without discrimination.



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