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Portfolio Investment Specialist
2 months ago
MRINetwork Jobs is seeking a highly skilled Portfolio Analyst to support our client-facing consultants with investment needs.
Key Responsibilities:
- Support consultants with complex investment needs, including creating investment policies, asset allocation analyses, and investment manager searches.
- Analyze and interpret investment performance, providing data-driven insights to clients.
- Collaborate with consultants, other analysts, client custodian banks, investment managers, and other departments to fulfill client requests and concerns.
- Participate in select client meetings as needed, providing expert knowledge and guidance.
Requirements:
- Wide array of investment knowledge and expertise.
- Excellent communication and interpersonal skills, with experience interacting with high-net-worth and ultra-high-net-worth clients.
- Strong attention to detail and ability to work collaboratively in a team environment.
- Bachelor's Degree in a relevant field, with CFA certification preferred but not required.
- At least 3 years of experience analyzing investments, meeting with clients, creating investment policies, and working with bank custodians and investment managers.
What We Offer:
- Salaried position with bonus potential.
- Great benefits package.
- Opportunities for professional growth and development.
