Portfolio Strategist Resume Samples

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AB
A Botsford
Alba
Botsford
719 Bosco Shoals
Boston
MA
+1 (555) 351 9427
719 Bosco Shoals
Boston
MA
Phone
p +1 (555) 351 9427
Experience Experience
Dallas, TX
Portfolio Strategist
Dallas, TX
Ritchie LLC
Dallas, TX
Portfolio Strategist
  • Working with all stakeholders to develop, establish, manage, and oversee the best possible investment solution, given clients’ goals and objectives
  • Work with relevant mandate and fund portfolio managers to manage replication of Fixed Income institutional accounts
  • Working knowledge of portfolio analytics, portfolio risk management, and related tools (e.g. BlackRock Aladdin, Bloomberg, portfolio management software, etc.)
  • Collaborate and brainstorm on development and maintenance of internal macro-based tools to improve overall efficiencies
  • Participating in the sales process, relationship management, and other presentations
  • Performs asset allocation studies and recommends changes to the Private Bank’s strategic and active allocation strategies
  • Develop key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (traditional and non-traditional)
Boston, MA
Associate Portfolio Strategist
Boston, MA
Paucek-Will
Boston, MA
Associate Portfolio Strategist
  • Assist in the monitoring and management of the relationships with external investment managers
  • Assist in the construction, oversight, and marketing of multi-manager portfolios used to fulfill the target asset allocations
  • Assist senior partners in the management and risk analysis of investment accounts
  • Research and analyze investment data to formulate investment recommendations to select and/or replace external investment managers
  • Display high level of teamwork toward achieving Northern Trust’s goals. Maintain a positive influence in the group. Proactively advise Northern Trust partners of issues that may affect client/prospects in either a positive or negative way
  • Provide senior partners with statistical and market data, such as market outlook and graphs, for use in creating marketing booklets and other materials for Northern Trust clients. Oversee distribution of reports
  • Knowledge of returns based, positions based, risk analysis, and optimization software
present
San Francisco, CA
Senior Portfolio Strategist
San Francisco, CA
Grady Group
present
San Francisco, CA
Senior Portfolio Strategist
present
  • Monitor the performance of unaffiliated (non-AAM) money managers
  • Provide the firms thought leadership, market views and investment process across all asset classes
  • Partner with field leader to engage FAs on practice management with a key focus on advisory
  • Well-developed view of the world economy and the impact of economic conditions on business and investment markets
  • Extensive knowledge of the life insurance industry and its’ operating environment
  • Analytical and problem-solving abilities
  • Contribute thought leadership and investment content through direct participation in ongoing PAG publications and potentially author ad hoc investment pieces.
Education Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
University of Southern California
Bachelor’s Degree in Business Administration
Skills Skills
  • Working knowledge of MPI Stylus, Zephyr, Bloomberg, FactSet etc
  • Exhibits strong drive for results and success; conveys a sense of urgency to achieve outcomes and exceed expectations
  • Knowledge of financial markets and investment strategy and macro economics
  • LI-LF1
  • Strong writing and communication skills, critical thinker, detail oriented, thrives and delivers in a fast pace environment, has the ability to produce independently and in a team setting
  • 2 plus years related experience in portfolio analytics and investment strategy
  • Experience in a Research based organization – sell side or buy side; Wealth Management; independent organization etc
  • 10+ years of experience in the investment management industry, ideally in an investment strategist or replication role; will have experience working with fixed income investments
  • Demonstrates an in-depth knowledge of index or active investment strategy replication, securities and investment business, and Capital Group’s investment process
  • Demonstrates intellectual curiosity and analytical skills in areas of high complexity, ambiguity and diversity
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9 Portfolio Strategist resume templates

1

Senior Portfolio Strategist Resume Examples & Samples

  • Deliver the firms thought leadership, market views and investment process across all asset classes
  • Fluency in all asset classes and investment vehicles is necessary to articulate and implement both strategic and tactical asset allocation advice (including equities, fixed income, and alternatives (structured products, private equity, venture capital, real estate and hedge funds)
  • Deliver specific portfolio construction analysis and build customized presentations for existing clients and/or prospects. Ability to present and participate in client meetings required
  • Partner with field leader to engage FAs on practice management with a key focus on advisory
  • Expert knowledge of the UBS product platform
  • Work effectively as a team member with the broader PAG organization to promote a positive team culture, engage in idea flow and ensure excellence in client service
  • Contribute thought leadership and investment content through direct participation in ongoing PAG publications and potentially author ad hoc investment pieces
  • Assist in the development of new client relationships and participate in new business meetings or client reviews to articulate the firm’s services and capabilities
  • Collaborate with appropriate 3rd party partners to effectively highlight their capabilities and increase FA usage within the offices
  • Regularly visit all branches covered to ensure proper visibility
  • Drive awareness and channel opportunities as appropriate to Private Bank's multicurrency platform
2

Portfolio Strategist Resume Examples & Samples

  • Bachelor’s degree in business or economics. MBA or CFA or Masters in Financial Mathematics
  • 2 plus years related experience in portfolio analytics and investment strategy
  • Working knowledge of MPI Stylus, Zephyr, Bloomberg, FactSet etc
  • Experience in a Research based organization – sell side or buy side; Wealth Management; independent organization etc
  • Knowledge of financial markets and investment strategy and macro economics
  • Exhibits strong drive for results and success; conveys a sense of urgency to achieve outcomes and exceed expectations
3

Institutional Portfolio Strategist Resume Examples & Samples

  • Develop, implement and communicate results of comprehensive investment strategies for institutional clients that reflect a thorough understanding of each client’s goals and objectives and our investment strategies
  • Ensure individual book of accounts meets/exceeds specified net growth goals
  • Develop and delivery investment component of sales presentations
  • Oversee risk management related to all investment activities
  • A minimum of 5-10 years experience in institutional investment management for numerous and different types of foundations, endowments and defined benefit pension plans; most, if not all, of recent work experience should have been with institutions
  • Experience in developing institutional investment policy statements that reflect the application of institutional financial modeling tools (e.g., asset/liability modeling, spending policy analysis)
  • Experience creating customized investment solutions with a broad array of asset classes and management firms
  • Experience explaining the capital markets, investment strategies and performance analytics to institutions, and adapting investment strategies to changing market conditions and evolving client needs (e.g., LDI strategies for pension portfolios)
  • Track record of achievement that is relevant to our mission (growth of assets, retention of clients, culture of learning, wins the right way)
4

Forecasting Portfolio Strategist Resume Examples & Samples

  • Design, build, test, implement, and maintain infrastructure necessary for international asset simulation and forecasting using Russell Investments’ proprietary software and Barrie & Hibbert’s Economic Scenario Generation (ESG) software
  • Work with information technonlogy groups to design, prototype and test new capabilities to be integrated into Russell’s Asset Allocation and Forecasting web application
  • Design and develop necessary software tools, reporting, and databases
  • Work closely with analysts, portfolio managers and clients to enhance and extend the simulation and forecasting framework
  • Provide support for institutional and private-client business activities
  • 5+ years of professional experience utilizing simulation techniques, financial modeling, and optimization tools, preferably within the investment industry
  • Bachelor’s degree in Finance, Mathematics, Statistics or a related area required
  • Advanced degree in Finance, Mathematics, Statistics or a related area strongly preferred
  • Strong programming and modeling skills with the ability to apply computer technology to financial research is strongly desired. Understanding the software development process is a plus
  • Professional and/or academic experience with Matlab is required
  • Familiarity with other related programming languages and statistical packages such as R, S+, C++, C#, SVN is a plus
  • Strong understanding of financial markets, including risk control and portfolio construction techniques. Experience and understanding of international markets is desired
  • Demonstrated ability to integrate advanced academic research with applied industry practices
  • Ability to present concise explanations of complex analyses, and balance the individual contributor role with that of the team
5

Portfolio Strategist Resume Examples & Samples

  • 6-10 years of investment related experience in a relevant financial or quantitative field
  • Strong foundation in financial theory, as well as current market knowledge
  • Technical background with strong analytical and quantitative skill
  • Experience with risk packages (Axioma, Barra, etc) is preferred
  • Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
6

Portfolio Strategist Resume Examples & Samples

  • Lead research initiatives to investigate the credit portfolio’s risk composition ahead of potential business cycle migrations, industry risk migrations, regional risk migrations, and name specific credit migrations
  • Synthesizes analytical results and develops, recommends, and implements business strategies to: i) improve lending decisions and portfolio performance, ii) enhance risk identification, and iii) reduces exposure to outsize portfolio loss risk
  • Lead research initiatives to investigate the credit portfolio’s risk composition ahead of potential business cycle migrations, industry risk migrations, regional risk migrations, and name specific credit migrations. Conducts peer analysis and industry research using SNL & OCC data
  • Devise in coordination with Portfolio Executives and initiate performance stress tests designed to capture and measure the impact of changing macro and micro variables on the credit portfolio
  • Develop and maintain inputs in the setting of credit risk appetite at a portfolio level, so that credit risk appetite aligns with corporate strategy and risk capacity such that portfolios are managed to achieve risk and loss levels within the risk appetite parameters
  • Perform statistical analyses as well as creating and running simulations and risk-based scenarios related to KeyCorp’s Line of Business profitability reporting and supporting methodologies
  • Research and analyze data, preparing and presenting analytical information and ensuring data integrity of the bank’s loan portfolio
  • Build/maintain databases of key economic/financial indicators, Early-warning and Key Risk Indicators, and other credit risk metrics
  • Extensive working knowledge of Key internal reporting systems (i.e., LIQ, CL3, EDW, etc) and experience with creating databases with ability to read, write and/or translate some technical code to produce meaningful financial analysis reports
  • Conduct research investigating quantitative measurement of credit portfolio performance
  • Interact closely with Senior Credit Portfolio Managers and CPM’s trading functions
  • Construct and maintain Access database and Dbase knowledge and extract timely and accurate data from application systems
  • Manage one or more junior staff and rotational analysts and interns and help set their developmental goals, CPM processes training, and mentoring
  • Graduate degree (preferably in a quantitative field such as Financial Engineering, Finance, Mathematics, or Statistics) and a minimum of 2 years’ experience in quantitative credit risk, market risk or an analytic function within a credit portfolio management function
  • Proficient in Microsoft suite (Word, Excel, Access, Dbase, PowerPoint, etc)
  • Ability to work under pressure and adhere to strict deadlines
  • Excellent attention to detail and ability to multi-task
  • An inquisitive nature, strong communication and negotiation skill are required to effectively obtain business requirements and approvals from various stakeholders; detail orientation, good interpersonal skills, accuracy, focus and teamwork are required. Accuracy in analysis and the timely achievement of goals is crucial to success in this role
  • Expert knowledge of modern applied finance theory, including but not limited to, the Capital Asset Pricing Model, derivatives pricing theory (Black-Scholes and Merton, binomial trees, arbitrage pricing), and correlation modeling as related to credit derivatives markets
  • Knowledge of modern applied finance theory (options pricing/Black-Scholes, CAPM, arbitrage pricing, stochastic calculus)
  • Knowledge of financial reporting systems and proficiency in databases (SQL, MS Access), Programming (C++/C#), Microsoft suite (Word, Excel, PowerPoint), Statistical Software (SAS, R, Matlab), and visualization tools such as Tablaeu
  • Familiarity with KMV methodology is preferred and experience using Moody’s Analytics – Risk Frontier and other credit portfolio systems is a strong plus
  • Demonstrated strong interpersonal skills, personal integrity and initiative
7

Portfolio Strategist Resume Examples & Samples

  • Industry and Quantitative Credit Research – Develops and leads our Industry Credit Research capability used to formulate credit views used in limit setting and the identification of risky credit trends. Composes views on emerging trends/risks and communicates with other business units
  • Monitor macro/sector trends, identify emerging risks, and lead research in select sectors; Prepare macro or sector-specific reports for senior-level meetings on a regular basis; Write credit views on emerging trends/risks and communicate with other business units
  • Lead research initiatives to investigate the credit portfolio’s risk composition ahead of potential business cycle migrations, industry risk migrations, regional risk migrations, and name specific credit migrations. Monitor macro/sector trends, identify emerging risks, and lead research in select sectors; Prepare macro or sector-specific reports for senior-level meetings on a regular basis
  • Maintain awareness of state-of-the-art methodologies in the credit risk modeling and evaluate new academic research and industry initiatives for possible practical applications within the bank. Establish the appropriate reporting framework. Build/maintain databases of key economic/financial indicators, Early-warning and Key Risk Indicators, and other credit risk metrics
  • Manage one or more associates and rotational analysts/ interns as assigned and help set their developmental goals, CPM processes training, and mentoring
  • Graduate degree (preferably in a quantitative field such as Economics, Finance, Mathematics, or Statistics) and a minimum of 4 years’ experience in quantitative credit risk analysis and /or credit market research / investment analysis / portfolio management
  • Ability to work under pressure and adhere to strict deadlines with an excellent attention to detail and ability to multi-task
  • Excellent written and verbal communication skills with demonstrated presentations skills
  • FRM and/or CFA work is preferred
  • A successful candidate will have aptitude for credit market valuations, product analysis and exposure to portfolio analysis or quantitative portfolio modeling, Monte Carlo simulation
  • Knowledge of financial reporting systems and proficiency in databases (SQL, MS Access), Programming (C++/C#), Microsoft suite (Word, Excel, PowerPoint), Statistical Software (SAS, R, Matlab), and visualization tools such as Tableau
8

Senior Portfolio Strategist Resume Examples & Samples

  • Set strategic asset allocations; establish portfolio mandates, benchmarks and determine operating constraints for Aegon Asset Management (AAM) and other asset management organizations that manage Transamerica portfolios
  • Partner with the Asset Liability Management (ALM) team to establish and dynamically update the asset allocation strategy, portfolio mandates and benchmarks that guide the construction of the firm’s investment portfolio
  • Act as a liaison with AAM’s Tactical Portfolio Management group, who execute asset mandates set by the IIG. Monitor performance of AAM and provide ongoing guidance to ensure objectives are met
  • Provide guidance for the purchase of illiquid investments, such as private placements, loans and alternative investments, including excess spread and return hurdles, or production goals
  • Prepare analysis and recommendations to the key risk committees of Aegon Americas, such as the US RCC and CRCC, in order to establish policies to shape the risk-reward profile of the firm’s balance sheet
  • Support various functions of Aegon and Transamerica, such as Treasury, Risk, Finance, Product Development, and ALM, by providing capital markets input and expertise
  • Support the CIO’s role as Transamerica’s senior spokesperson for investment related issues. Prepare reports and analysis for internal and external constituencies, such as rating agencies, regulators, the U.S. Board, the NV Supervisory Board, and the CRCC
  • Monitor the performance of unaffiliated (non-AAM) money managers
  • Ten years of senior level investment experience, investment related risk management or ALM experience
  • Extensive knowledge of the life insurance industry and its’ operating environment
  • Well-developed view of the world economy and the impact of economic conditions on business and investment markets
  • Demonstrated ability to add value in the management of investment portfolios, particularly through portfolio structuring and asset allocation
  • Extensive experience in fix income and credit risk management, or in risk management and ALM
  • Familiarity with derivatives, hedging and asset-liability management principals
  • Analytical and problem-solving abilities
  • Communication and organizational skills
  • CFA or MBA
9

Portfolio Strategist Resume Examples & Samples

  • Construct and maintain Access database and Dbase knowledge
  • Extract timely and accurate data from application systems
  • Able to read, write and/or translate some technical code to produce meaningful financial analysis reports
  • Extensive working knowledge of Key internal reporting systems (i.e., LIQ, CL3, EDW, CWA, etc) and experience with creating databases with ability to read, write and/or translate some technical code to produce meaningful financial analysis reports
  • Graduate degree (preferably in a quantitative field such as Economics, Finance, Mathematics, or Statistics) and a minimum of 1 years’ experience in quantitative credit risk analysis and /or credit market research / investment analysis / portfolio management
10

Senior Portfolio Strategist Resume Examples & Samples

  • Provide the firms thought leadership, market views and investment process across all asset classes
  • Deliver specific asset allocation and portfolio construction advice by working with financial advisors and Ultra High New Worth ("UHNW") clients to construct customized portfolio's designed to meet client goals and objectives
  • Deliver the firms intellectual capital to our Financial Advisor's and present to our UHNW clients
  • Develop fluency in all aspects of portfolio construction and effectively use all asset classes necessary to implement both strategic and tactical asset allocations
  • Form key strategic partnerships within your designed coverage region including field leaders and peers
  • Contribute to production of original investment content for internal, and at times, external, distribution. Collaborate with necessary partners, e.g. marketing
11

VP, Wealth Management Portfolio Strategist Resume Examples & Samples

  • Provide extensive thought leadership in the development and implementation of the wealth management investment strategy for affluent clients and prospects. Fluently convey the client benefits and risks of all wealth management product sets including but not limited to: individual equity securities, individual bonds, complex options strategies, margin, managed accounts, alternative investments and other solutions for high net worth clients
  • Proactively identify portfolio management opportunities that address affluent clients' portfolio management needs, factoring in current market conditions. Act as a key voice and face of Wealth Management solutions in advisor and client facing settings. Manage relationships with advisors, including developing recommendations and providing coaching related to the creation of customized portfolio management solutions that address affluent clients' needs
  • Translate the strategic economic views of the firm and the investment research group into actionable portfolio recommendations that are aligned with the firm's overall outlook. Analyze contents of existing competitor's proposals and portfolio reporting to create portfolio recommendations from an Ameriprise Financial perspective
  • Factoring in affluent clients/prospect overall financial planning goals, assist the advisor in developing and presenting investment ideas and portfolio recommendations. These clients will include C-level executives, investment boards, and small business owners. Distill complex financial concepts into information that is digestible by varied audiences. Provide guidance to the advisor that is key to the success of the initial portfolio implementation, as well as the on-going service of target clients
  • Bachelor’s degree; Master’s degree or other advanced designation (e.g., CFA, CFP) preferred
  • A minimum of 7 years of capital markets experience, with at least 5 years of demonstrated experience as a wealth management specialist working with affluent clients and advisors
  • Deep understanding of portfolio management solutions designed to address affluent clients' needs and a proven track record of success
  • Strong business acumen with a deep understanding of capital markets and advisor sold products
  • Strong overall strategic/thought leadership, influence management experience with an enterprise thinking mindset
  • Team player with excellent written and verbal communication skills
  • Authentic market analysis and understanding balanced with salesmanship and effective presentation skills
  • Working knowledge of Ameriprise, or a similar large financial organization
  • Detail-orientated self-starter with exceptional interactive people skills; the ability to proactively communicate plans and status to leaders, team members and partners
  • Possess the ability to quickly understand complex or ambiguous issues; troubleshoot
  • Demonstrated strong decision making in a changing environment
  • Working knowledge of investment tools and Microsoft Office Suite
  • Series 7, Series 63 & 65 OR Series 66 are required
12

Portfolio Replication Senior Strategist Resume Examples & Samples

  • Develops and recommends portfolio replication solutions that influence investment decisions
  • Demonstrates intellectual curiosity and analytical skills in areas of high complexity, ambiguity and diversity
  • Demonstrates an in-depth knowledge of index or active investment strategy replication, securities and investment business, and Capital’s investment process. Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area
  • Demonstrate in-depth knowledge of underlying risk and optimization models and related tools. Prior work with Axioma products is a plus. Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area
13

Bankcard Services Portfolio Optimization Strategist Resume Examples & Samples

  • Perform analysis using BankCard-specific campaign management tools to determine cardholder spending patterns and relationships, cardholder profitability and interchange income. Understand overall cardholder usage and activity; develop segmentation based on usage and activity. Identify changes in cardholder activity and potential attrition
  • Develop and execute cardholder communications (e.g. Activation, Zero Transaction, Point of Sale, MCC Group, Merchant campaigns) using Bankcard-specific campaign management tools
  • Develop and maintain program documentation (e.g. timeline/schedule, scope, required data governance). Actively participate in regularly set campaign meetings to ensure forward progress
  • Identify, analyze, and resolve potential campaign/program issues related to set-up and fulfillment. Negotiate resolutions to issues when they arise during the planning or execution/implementation phases, or when quality of execution is at risk
  • Champion innovation by identifying new portfolio optimization initiatives, different ways to leverage partnerships, and look for ways to streamline or enhance processes. Challenge the status quo
  • Track and monitor key performance metrics for each campaign using BankCard-specific campaign management tools to assess program performance. Fully understand the business impact of portfolio optimization strategies (expected outcome, actual results), modify and optimize to maximize business benefit
  • Synthesize large amounts of data and information. Provide pro forma analysis for the execution and evaluation of portfolio optimization initiatives. Deliver articulate, persuasive, actionable conclusions and recommendations
  • Analyze and socialize campaign results. Use results to determine future strategy recommendations, changes to tactical initiatives, and present insights to management
  • Partner with cross-functional areas to ensure email marketing compliance. Lead and manage initiatives requiring cross-functional involvement to guarantee excellence in execution throughout the campaign preparation and execution
  • Bachelor’s degree in Business Administration, Economics, Econometrics, Management, Entrepreneurship or equivalent education and related training
  • Five years of progressive experience or equivalent proven proficiency in payments, cards, or revenue-generating units and SAS or other coding skills
  • Demonstrated leadership skills and ability to influence
  • Knowledge of credit card portfolio management/optimization, drivers of revenue, profitable sales volume, and balance growth
  • Excellent interpersonal and relationship management skills with the ability to influence, interact, and communicate within all levels of the organization, including senior management; excellent conceptual and problem solving skills
  • Excellent analytical, cognitive, critical thinking and organizational skills with ability to translate high-level business plans to meet client needs; think well outside the box
  • Excellent communication (verbal and written), presentation and facilitation skills
  • Excellent negotiation skills and highly collaborative planning ability; excellent diplomacy, tact, judgment, and decision making skills
  • Master’s degree in Business Administration
  • Graduate of BB&T’s Leadership Development Program
  • Thorough knowledge of BankCard issuing and operating systems INDBBTPS
14

Portfolio Strategist Resume Examples & Samples

  • 10+ years of experience in the investment management industry, ideally in an investment strategist or replication role; will have experience working with fixed income investments
  • Demonstrates an in-depth knowledge of index or active investment strategy replication, securities and investment business, and Capital Group’s investment process
  • Strong academic credentials including an advanced degree in a quantitative field. A CFA is also preferred
  • Demonstrates sound judgment in resolving complex issues in a practical manner
  • Demonstrates effective and influential written and oral communication skills with a diverse group of associates and senior business leaders
15

Associate Portfolio Strategist Resume Examples & Samples

  • Assist in the construction, oversight, and marketing of multi-manager portfolios used to fulfill the target asset allocations
  • Assist in developing new tools to improve the strategist team’s investment management capabilities. Research for new ideas and opportunities found in academic literature and creatively apply to current investment processes
  • Gather, analyze, and compile various statistics on pooled funds and separate accounts (i.e. asset types, bond quality rates, performance statistics, etc.) from external investment managers, to create investment summaries for internal and external use
  • Provide senior partners with statistical and market data, such as market outlook and graphs, for use in creating marketing booklets and other materials for Northern Trust clients. Oversee distribution of reports
  • Research and analyze investment data to formulate investment recommendations to select and/or replace external investment managers
  • Assist in the monitoring and management of the relationships with external investment managers
  • Display high level of teamwork toward achieving Northern Trust’s goals. Maintain a positive influence in the group. Proactively advise Northern Trust partners of issues that may affect client/prospects in either a positive or negative way
  • Work with Legal and Compliance to help ensure all aspects of the client relationship, investment process, and reporting adhere to the policies and procedures
  • Minimum three years industry related experience, preferably in the Manager of Managers business
  • Strong analytical skills and ability to provide investment recommendations based on qualitative and quantitative information
  • Advanced knowledge of MS Office applications (Excel, Powerpoint, Word) required. Experience with macros and programming (VBA, R, or Python) preferred
  • Knowledge of returns based, positions based, risk analysis, and optimization software
  • CFA or CSI’s CIM® designation is required, with CAIA designation preferred
  • University Degree required, preferably BComm/BS/BA in Finance, Economics or related fields
16

Portfolio Strategist Resume Examples & Samples

  • Participating in, and coordinating resources to support decision-making processes for strategic and active asset allocation decisions
  • Monitoring strategies versus goals and objectives, return and risk parameters; maintaining alignment with client objectives, and enhancing the client experience
  • Overseeing portfolios which may contain various methods of implementation, including segregated accounts, internally-managed strategies, SEI’s sub-advised mutual funds, and third party funds
  • Coordinating with other teams, leveraging existing areas of expertise within the Investment Management Unit and business units, such as the research teams covering SEI’s sub-advisors and the universe of asset managers, internal portfolio/asset managers, and the solutions and advice teams embedded within SEI’s distribution channels
  • Working with all stakeholders to develop, establish, manage, and oversee the best possible investment solution, given clients’ goals and objectives
  • In select cases, serving as a representative of the Portfolio Strategies Group, and the broader Investment Management Unit, demonstrating the collective investment expertise of SEI to our clients and prospects
  • Managing time and resources wisely, delivering appropriate levels of service based upon the scope, complexity, and level of discretion of each mandate
  • Taking on accountability for the client’s overall investment experience
  • Actively contributing to the process of developing and delivering investment solutions, by both seeking a deeper understanding of clients’ needs and providing direction and guidance from an investment perspective
  • Being a guiding voice at the table; balancing business needs against sound investment principles and other practical considerations
  • Aiding in the development and maintenance of client-segment-specific investment solutions
  • Participating in the sales process, relationship management, and other presentations
17

Client Portfolio Strategist Resume Examples & Samples

  • A Subject Matter Expert for ETFs and Mutual Funds within CSIM
  • Develops and delivers a clear message; defining and setting appropriate expectations for CSIM products in multiple distribution and media channels
  • May be asked to play a key supporting role in new business efforts (e.g., roadshows, finals presentations, consultant and/or gate-keeper meetings, round tables and other client events)
  • Supports product marketing efforts by providing input on Marketing Collateral (e.g. decks, shareholder materials, RFPs)
  • Responsible for participating in training, developing and motivating peers to enhance presentation performance; may orient new team members and familiarize them with policies and procedures, responsibilities, and expected performance results
  • Participate in Team functions, relating common experiences and developing transferable skills
  • MBA or equivalent desirable but not required
  • CFA desirable but not required
  • 15 or more years of experience in institutional investment management, investment management consulting, portfolio management or significant investment related experience
  • Deep subject matter expertise in traditional investment styles and vehicles (i.e., ETFs, mutual funds) and investment strategy
  • Excellent communication skills (oral and written),
  • Able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc
  • Excellent client relationship management and marketing/sales skills
  • Ability to think strategically; anticipate industry and economic trends, adapt to unexpected influences and developments and to assess their impact on the financial markets. Strong business acumen for supporting the broader decision making needs of CSIM’s most senior business leaders
  • Ability to analyze problems and create effective solutions- break complex problems down into their component parts, as well as organize information from different sources to create an action plan or recommendations. Work on complex issues where analysis of situations or data requires an in-depth knowledge of asset management business, investment products and evaluation of intangibles
18

Institutional Portfolio Strategist Resume Examples & Samples

  • Applies the institutional investment process and utilizes guidance based solutions and centralized trading tools to efficiently manage the book of business
  • Executes robust end to end compliance processes including Investment Policy Statement maintenance, Asset Allocation Monitoring and Reg 9 investment reviews
  • Conducts all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, and documenting account activities and client interaction
  • Exhibits sound judgment and knowledge of risk in execution of IPS investment decisions and maintains strict compliance with regulatory items; exhibits comprehensive understanding of policies and procedures; applies attention to detail and accuracy in execution
  • Supports the client team in effectively communicating our investment process and results to the client
  • Supports revenue growth of the market by delivering an Institutional client experience and supporting the sales process as appropriate
  • Requires minimal day-to-day supervision, but receives guidance regarding expansion and maintenance of relationships
19

Strategist Bond Portfolio Analysis Resume Examples & Samples

  • Maintenance and the development of new BPA analytical models
  • Distribution of analytical reports to both internal and external clients
  • Liaise with the supervisory functions that oversee Citi Research
  • Maintain databases
  • A master’s degree (or preferable PhD) in a highly numerate subject is a key requirement for the role
  • Working knowledge of financial markets
  • Proven experience of using econometric and machine learning techniques
  • Strong technology skills are a core requirement including Programming and Tools (Matlab, Python, SQL, Javascript, D3, Bloomberg and MS office tools)
  • Clear communication
  • Presentation (PowerPoint)
  • Post-graduate level with quantitative background
20

Portfolio Strategist Resume Examples & Samples

  • Ensuring Fidelity’s products and services are effectively marketed through the intermediary channel
  • Achieving annual gross and net sales target
  • Providing solutions to intermediary partners to grow business together
  • Capturing sales opportunities to increase Fidelity’s share in across NEA
  • University degree in Economics or Finance
  • At least 10 years of relevant experience within the asset management industry, ideally in the Fund Selection Units area or managing multimanager portfolios of funds
  • Strong commercial attitude and excellent negotiation skills
  • Mature calibre, able to deal with senior and sophisticated clients on the FSU space
  • Positive and proactive approach, welcoming with enthusiasm new initiatives and opportunities aimed to grow the business
  • Outstanding internal and external communication skills
  • Excellent organisation skills and attention to details
  • Results orientation, able to work independently
  • Very good PC knowledge (Windows, Word, Excel, PowerPoint)
  • Native English. Mandarin is an advantage
  • CFA or Investment Professional Qualification is a must
21

Senior Portfolio Strategist Resume Examples & Samples

  • Do what needs to be done in order to make the client experience and Hartford Funds better
  • Act with integrity at all times – never put your reputation or the franchise’s reputation at risk
  • Demonstrate financial discipline – focus on return on investments
  • Enjoy what you are doing and who you do it with – Have fun!
  • Continuously drive to deliver results, take accountability and ownership of work and strive for continuous improvement
  • Never be satisfied with status-quo
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Portfolio Advisory Strategist Resume Examples & Samples

  • University Degree in Finance, Economics or a related discipline
  • Strong analytical and presentation skills with strong MS excel skill
  • Knowledge for using Bloomberg and Morningstar for analysis
  • CFA candidate is an advantage