What are the responsibilities and job description for the Senior Investment Strategist - Managing Director Level position at Mesirow?
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s. At Mesirow, we invest in what matters : our clients, our communities, and our culture.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $11B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors who have an average tenure at the firm of over 20 years.
Due to continued growth, we are looking to add a Senior Investment Strategist – Managing Director Level to join the Front Barnett team within our Wealth Management business. The ideal candidate will focus on developing and managing investment strategies for the organization and its clients. In this role, you will be responsible for delivering high-touch client service and dedicated operational support to firm management, our advisors, and their High-Net-Worth individual clients.
Responsibilities :
- Recommend suitable investment products consistent with the Front Barnett investment philosophy focusing on a fundamental driven, high quality, growth and value discipline for equity asset classes and a conservative, duration-controlled approach to fixed income management.
- Provide portfolio managers with asset allocation guidelines and advice on projected strengths and weaknesses of investment approaches.
- Conduct and direct investment analyses, asset allocation studies, and research on investment strategies.
- Remain current with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients.
- Responsible for developing and marketing specialized asset allocation products and services.
- Serve on the investment committee and responsible for disseminating and presenting research results and findings.
- Maintain a visible profile externally and with clients to provide investor education and other types of client engagement and support as requested.
- Participate in industry conferences and seminars to expand knowledge and network with potential clients.
Requirements :
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