What are the responsibilities and job description for the Investment Strategist Portfolio Manager position at Legacy Advisors?
Job Title: Portfolio Manager Investment Strategist
This is a key position at Legacy Advisors responsible for building and analyzing client portfolios, conducting manager due diligence, and monitoring investment manager performance.
Key Responsibilities:
• Work closely with Client Advisors to achieve our clients' wealth management goals and objectives.
• Participate in ongoing manager/market/economic research to contribute to the development of investment strategies and portfolio decisions.
• Develop and implement manager oversight programs to ensure the highest level of portfolio performance and risk management.
• Collaborate with internal staff to make investment decisions based on the application of financial, economic, and statistical data.
• Prepare, develop, and review materials pertinent to ongoing portfolio analysis and performance reporting.
• Analyze and evaluate client performance reports to identify areas for improvement and optimize portfolio performance.
Requirements:
• 5 years of experience in the investment management industry, preferably with institutions, corporations, or high-net-worth individuals.
• CFA or industry licensing preferred, with manager due diligence experience in traditional and alternative investments (e.g., hedge funds, private equity, venture capital, private real estate).
• Experience in developing investment strategy, asset allocation, and portfolio construction, with proficiency in Word, Excel, Outlook, and portfolio management/rebalancing software (e.g., RedBlack, Addepar, Tamarac).
• Strong written and verbal communication skills, with the ability to work independently and as part of a team.
• A BA or BS degree in business, accounting, finance, or economics, with a strong understanding of financial markets and instruments.
Additional Information:
Only local candidates will be considered, with a competitive salary, bonus, and benefits package.
This is a key position at Legacy Advisors responsible for building and analyzing client portfolios, conducting manager due diligence, and monitoring investment manager performance.
Key Responsibilities:
• Work closely with Client Advisors to achieve our clients' wealth management goals and objectives.
• Participate in ongoing manager/market/economic research to contribute to the development of investment strategies and portfolio decisions.
• Develop and implement manager oversight programs to ensure the highest level of portfolio performance and risk management.
• Collaborate with internal staff to make investment decisions based on the application of financial, economic, and statistical data.
• Prepare, develop, and review materials pertinent to ongoing portfolio analysis and performance reporting.
• Analyze and evaluate client performance reports to identify areas for improvement and optimize portfolio performance.
Requirements:
• 5 years of experience in the investment management industry, preferably with institutions, corporations, or high-net-worth individuals.
• CFA or industry licensing preferred, with manager due diligence experience in traditional and alternative investments (e.g., hedge funds, private equity, venture capital, private real estate).
• Experience in developing investment strategy, asset allocation, and portfolio construction, with proficiency in Word, Excel, Outlook, and portfolio management/rebalancing software (e.g., RedBlack, Addepar, Tamarac).
• Strong written and verbal communication skills, with the ability to work independently and as part of a team.
• A BA or BS degree in business, accounting, finance, or economics, with a strong understanding of financial markets and instruments.
Additional Information:
Only local candidates will be considered, with a competitive salary, bonus, and benefits package.