Investment Solutions Lead
2 weeks ago
At Fundfire, we believe in fostering an environment where you can thrive, contribute, and make a meaningful 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. The work we do is significant, and we invite you to consider the opportunity to advance your career with us.
POSITION OVERVIEW
This role is pivotal in supporting Fundfire's portfolio construction initiatives by engaging with clients and prospects regarding portfolio design, asset allocation, capital markets, and economic trends.
The ideal candidate will possess a robust understanding of investment strategies and asset allocation, complemented by outstanding communication abilities and a strong client service focus.
KEY RESPONSIBILITIES
- Facilitates strategic discussions between Fundfire relationship managers and major clients to align the firm's capabilities with their strategic objectives.
- Analyzes complex data to provide insights and recommendations on portfolio construction and investment strategies.
- Delivers consultations, performance assessments, and analytical support to clients and internal teams, showcasing the strengths of Fundfire's offerings.
- Collaborates with portfolio managers, analysts, and client consultants to gather relevant information that informs decision-making and client advice on global markets and asset class projections.
- Acts as a subject matter expert, leading critical research projects.
- Partners with management and key stakeholders to develop tools, methodologies, and intellectual resources that underpin our investment offerings.
- Works alongside other Fundfire experts to enhance and commercialize services, improving research capabilities and developing tools for new offerings.
- Drives innovation within the firm through comprehensive research on emerging investment trends, staying abreast of industry advancements and market developments.
- Mentors and trains junior colleagues in portfolio construction and the application of available tools and strategies.
- As a recognized authority in the field, frequently presents at industry conferences and key client gatherings.
QUALIFICATIONS
Essential:
A Bachelor's degree or an 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 up to two days per week.
Commitment to Diversity, Equity, and Inclusion:
At Fundfire, we are committed to fostering an inclusive environment that values diversity of thought, gender, and race. We believe that our success is rooted in the equitable treatment of all associates and applicants, ensuring no discrimination based on race, religion, gender, age, disability, or any other protected classification.
Benefits: We invest in our employees through a comprehensive range of programs and benefits, including:
- Competitive compensation and bonuses, along with a robust retirement plan and employee stock purchase options.
- Flexible work arrangements.
- Tuition reimbursement programs.
- Wellness initiatives, including fitness reimbursements and employee assistance programs.
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