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Investment Portfolio Strategist
2 months ago
CFA Institute is a globally recognized organization dedicated to advancing the investment profession. We focus on providing high-quality financial education and resources to our members and the broader financial community.
Our mission is to promote the highest standards of ethics, education, and professional excellence for the investment industry.
The Investment Portfolio Strategist plays a pivotal role in shaping the financial landscape of our organization, responsible for the comprehensive management of client investment portfolios.
This position requires seamless collaboration with the Investment Management Team, active involvement in strategic committees, and a thorough understanding of market dynamics to guide informed decision-making.
The Portfolio Strategist will work closely with senior investment professionals and Chief Investment Officers (CIOs), contributing to the development and documentation of investment strategies and processes.
As the role evolves, the Portfolio Strategist is expected to enhance their engagement with clients and establish themselves as a thought leader in the investment sector.
1. Oversee daily management of client portfolios, ensuring alignment with investment objectives and risk tolerance.
2. Provide analytical support to Senior Portfolio Managers, focusing on enhancing credit analysis capabilities across various sectors.
3. Actively participate in Portfolio Management committees, contributing to discussions that shape the firm’s investment strategies.
4. Stay informed on financial market trends to make strategic decisions reflective of the current economic landscape.
5. Foster open dialogue within the Investment Management Team to promote collaborative problem-solving.
6. Develop comprehensive documentation for investment strategies and operational protocols to ensure consistency in portfolio management.
7. Collaborate with the Marketing team to assess new business Requests for Proposals (RFPs), ensuring portfolio management insights are effectively represented.
8. Produce detailed research papers on pertinent investment topics and deliver presentations under the guidance of the Chief Investment Officers (CIOs).
9. Represent the organization at industry conferences, acting as a knowledgeable resource on current trends and firm capabilities.
Educational Background: A Bachelor’s degree in finance, business, economics, or a related discipline, along with a CFA designation is required.
Professional Experience: A minimum of five years in the asset management sector, with a specialization in fixed income portfolios.
Technical Skills: Proficiency in Excel, database management, and Bloomberg.
Industry Knowledge: A strong grasp of financial markets and asset management processes.
Client Engagement: Proven experience in managing fixed income portfolios and effective client interaction.
Communication Abilities: Strong collaborative skills and the ability to work across departments.
Experience in risk management and strategic planning within the asset management field.
Demonstrated adaptability to evolving market conditions and regulatory frameworks.
Leadership experience with the ability to mentor junior staff and lead by example.
Robust analytical skills for evaluating investment opportunities and market risks.
Comprehensive benefits including Medical, Dental, Vision, HSA & FSA, Life & AD&D, Short-Term & Long-Term Disability, and more.
We are committed to providing equal employment opportunities to all individuals without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage, or any other protected classification.
