Description
Develops and implements investment strategies for clients using external and proprietary investment strategies. Manage high- level client relationships and assist partners in the development of new business opportunities. Serves as a subject-matter expert within Wealth Services and the external community; promotes investment related topics with centers of influence, internal advisors and partners. Assist with construction and analysis of proprietary investment solutions and the oversight and due diligence of external investment strategies. Develops and implements investment policies and procedures to meet compliance requirements and risk management concerns.
Essential Job Responsibilities
1. Assist with the analysis and management of internal investment solutions and the evaluation and oversight of external investment strategies, including but not limited to, individual equity and fixed income securities, mutual funds, ETFs, SMA/UMA issues.
2. Assist with the evaluation of economic conditions and the construction of the broad investment strategy and asset allocation decisions of the Wealth Service unit.
3. Devise, implement, and continually evaluate the investment strategies of current client portfolios and assist wealth partners with, and at times lead, the client relationship management duties for the Wealth Service team.
4. Assist Wealth Services partners with new business opportunities, including: prospective client evaluation, RFP response assistance, participation in the construction and delivery of prospective client presentations.
5. Develop, implement, and update investment policies and procedures to meet compliance requirements and risk management concerns.
6. Assist with departmental projects and developing less seasoned employees
7. Serve as a subject matter expert within Wealth Services and the community.
8. Develop and implement strategies to reduce costs and manage the investment process more effectively.
9. Assist with security trading and portfolio realignments when needed.
Bona Fide Occupational Qualifications
1. Bachelor's degree in a business or finance related field required. Advanced degree preferred.
2. Five (5) to Ten (10) years of investment portfolio related experience required.
3. Microsoft Office Excel, PowerPoint, Bloomberg, fi360, Morningstar, FIS
4. Preferred designation(s)—Charted Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered Alternative Investment Analyst (CAIA), Certified Trust & Financial Advisor (CTFA)
5. Regional travel as required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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