What are the responsibilities and job description for the Portfolio Strategist and Research Analyst position at Five Cities Financial?
Five Cities Financial is dedicated to making a meaningful impact on our clients' lives by fostering interactive, lifelong relationships and providing tailored financial solutions.
Job Overview
The Associate Director of Investment Research will be responsible for overseeing portfolio management, investment strategy development, and client servicing. This role 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
- Develop and implement portfolio management strategies that align with client objectives.
- Conduct thorough research on market conditions, economic trends, and expected returns to inform investment decisions.
- Maintain strong knowledge of traditional and non-traditional asset classes to support diversified investment approaches.
Client Service and Support
- Work closely with advisors to analyze client financial situations and develop comprehensive investment plans.
- Effectively communicate complex investment concepts to clients, ensuring they understand their investment decisions and financial planning strategies.
- Contribute to the development of new investment products and strategies, ensuring alignment with client needs and market conditions.
Requirements
- Strong interpersonal skills and the ability to communicate complex investment topics to clients.
- A high adaptability and openness to learning new investment systems and tools.
- An analytical mindset with the ability to assess market trends and risk management strategies.
This role requires a Bachelor's degree in Finance, Economics or a related field, and minimum 5 years of direct experience in asset management, preferably working in investment-related functions.
