What are the responsibilities and job description for the Associate Director of Investment Research position at Five Cities Financial?
Job Description:
At Five Cities Financial, we are committed to making a meaningful impact on our clients' lives by fostering interactive, lifelong relationships. Our tailored planning approach ensures each client's unique financial goals and dreams are realized.
We specialize in guiding individuals confidently into retirement, bridging the gap between uncertainty and financial security.
Role Overview
The Associate Director of Investment Research will play a critical role in portfolio management, investment strategy development, and client servicing.
This position is ideal for a financial professional with a background in asset management or investment advisory, looking to advance their career in research and portfolio strategy without the pressure of business development or asset gathering.
Key Responsibilities
- Portfolio Management & Investment Strategy:
- Oversee portfolio management, rebalancing, trade execution, and investment planning.
- Research market conditions, economic trends, and expected returns to support investment strategy recommendations.
- Strong knowledge and application of non-traditional asset classes to support diversified investment approaches.
- Make recommendations for asset class allocations, market capitalization weighting, and risk-adjusted portfolio construction.
- Assist with trade execution, operational servicing, and portfolio structuring.
- Collaborate with advisors to analyze client financial situations and develop comprehensive investment plans.
- Ensure data integrity and performance return accuracy for clients and partners.
Client Communication & Investment Education
- Act as the third chair in client meetings, explaining investment selections, market trends, and portfolio structures.
- Educate clients on investment decisions and financial planning strategies in a clear and engaging manner.
- Contribute to the development of new investment products and strategies, ensuring alignment with client needs and market conditions.
- Conduct competitive market research and incorporate client feedback into investment strategies.
- Ensure compliance with regulatory requirements and internal policies.
Requirements
- Education:
- Bachelor's degree in Finance, Economics, or related field.
- Experience:
- Minimum 5 years of direct experience in asset management, preferably working in investment-related functions.
- Skills:
- Strong knowledge of traditional and non-traditional asset classes.
- Strong understanding of investment strategies, financial planning, and trade execution.
- Excellent written, oral, and digital communication skills.
