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Senior Portfolio Strategist

3 weeks ago

Glendale, California, United States Jobleads-US Full time

Job Overview

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  • We are seeking a highly skilled Senior Portfolio Strategist to join our team at Jobleads-US. In this role, you will be responsible for working with high-net-worth individuals and conveying technical investment information on a regular basis.">
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Key Responsibilities

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  • You will support the lifecycle of large portfolios, leading project-level reviews, optimizing standards, identifying areas for improvement, reporting analyses, and training staff members.">
  • You should be comfortable talking with high-level business leaders about individual portfolios and help us define KPIs and create a roadmap for companywide operations.">
  • You will construct successful investment portfolios informed by market conditions and economic trends.">
  • You will buy and sell securities in client accounts to maintain a specific investment strategy or to reach an investment objective.">
  • You will determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.">
  • You will maintain existing client relationships, informing clients of market conditions, updating them on investment research and economic trends.">
  • You will meet with clients to discuss their portfolio performance and investment objectives.">
  • You will evaluate the performance of investment portfolios and ensure compliance with standards provided by regulatory organizations.">
  • You will stay up-to-date with relevant investment and trading news, and economic trends.">
  • You will supervise and lead the wealth management division's investment and client service staff.">
  • You will collaborate with senior managers in the development of performance goals and long-term operational plans.">
  • You will analyze current operational processes and performance, recommending solutions for improvement where necessary.">
  • Minimum four years of experience in financial planning and investment.">
  • Proficiency with financial planning software.">
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Requirements

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  • Degree in finance, economics, or a related field.">
  • Strong knowledge of financial markets, instruments, and regulations.">
  • Excellent communication and interpersonal skills.">
  • Ability to work independently and as part of a team.">