Portfolio Strategist Resume Samples

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A Botsford

Alba

Botsford

719 Bosco Shoals

Boston

+1 (555) 351 9427

719 Bosco Shoals

Boston

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

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

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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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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