What are the responsibilities and job description for the Senior Investment Advisor - Research position at Five Cities Financial?
As a key member of Five Cities Financial's investment team, the Associate Director of Investment Research will play a critical role in shaping the company's investment strategy and delivering exceptional results for clients.
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.
We seek a highly skilled professional with 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.
