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Investment Portfolio Strategist
2 months ago
CFA Institute is a prestigious organization dedicated to advancing the investment profession through education, standards, and advocacy. Our mission is to promote the highest standards of ethics and professionalism in the investment industry.
Position Summary:
The Investment Portfolio Strategist plays a crucial role in managing client investment portfolios, ensuring alignment with their financial objectives and risk tolerance. This position requires close collaboration with the Investment Management Team and active participation in strategic discussions to navigate market dynamics effectively.
Key Responsibilities:
- Oversee daily operations of client portfolios, ensuring they meet established investment goals.
- Support Senior Portfolio Managers with in-depth research and credit analysis across various sectors.
- Engage in Portfolio Management committees, contributing to the development of investment strategies.
- Stay informed on market trends to guide investment decisions.
- Facilitate team discussions to foster collaboration and innovative problem-solving.
- Document investment strategies and operational procedures for consistency in portfolio management.
- Collaborate with the Marketing team to evaluate new business proposals, ensuring portfolio management insights are included.
- Produce comprehensive reports on investment topics and present findings to stakeholders.
- Represent the organization at industry events, showcasing expertise and firm capabilities.
Qualifications:
Educational Background:
A Bachelor's degree in finance, business, economics, or a related discipline, along with a CFA designation is essential.
Professional Experience:
A minimum of five years in the asset management sector, particularly with fixed income portfolios.
Technical Skills:
Proficiency in Excel, database management, and Bloomberg is required.
Knowledge and Skills:
A comprehensive understanding of financial markets and asset management processes is necessary.
Market Acumen:
Demonstrated success in managing fixed income portfolios and effective client engagement.
Communication Abilities:
Strong collaborative skills and the ability to work across departments are crucial.
Additional Qualifications:
Experience in risk management and strategic planning within the asset management industry.
Proven adaptability to evolving market conditions and regulatory landscapes.
Leadership capabilities, including mentoring junior staff and leading by example.
Exceptional analytical skills for evaluating investment opportunities and market risks.
Benefits:
We offer a comprehensive benefits package, including medical, dental, vision, life insurance, disability coverage, retirement plans, and employee assistance programs.
