What are the responsibilities and job description for the Portfolio Strategist position at Sequoia Financial Group?
Description
Responsibilities
Required Skills/Experience
Responsibilities
- Assist advisors with visits to referral channels and presentations of Sequoia investment and portfolio management capabilities.
- Engage and support advisors on prospective, conduct analysis of current investments and propose compelling investment solutions.
- Collaborate with advisors on segment specific investment needs including investment solutions and client communication.
- Communicate tactical allocation changes to the centralized trading team.
- Prepare analysis and lead investment reviews in client meetings.
- Monitor and assist with the management of complex client portfolios, including working with advisors to maintain alignment with target allocations, analyze tax-loss harvesting opportunities, conduct investment strategy transition analysis and other investment analysis functions as necessary.
- Conduct ongoing reviews of client portfolios to ensure alignment with client objectives and investment policy.
- Maintain compliance with all internal policies and procedures.
Required Skills/Experience
- Bachelor’s degree
- Five years consecutive experience as a Registered Investment Advisor with Series 65 or a Series 7 and Series 66 combination OR
- Must be a registered representative of firm for at least 2 years with Series 65 or a Series 7 and Series 66 combination and at least 3 years immediately prior to registration any one of the following:
- Registered Representative of full service broker-dealer
- CFA, CFP, or CPA
- Securities Portfolio Manager
- Minimum three years experience in portfolio management and/or investment research.
- Minimum three years experience working directly with clients or investors.
- Professional designation or advanced degree such as CFP, CFA, CAIA.
- Advanced knowledge of financial markets including an understanding of fundamental, technical, and macroeconomic analysis.
- Knowledge base of portfolio management and industry software (Morningstar Direct, Bloomberg, FactSet or equivalent).
- Experience in writing investment research, updates or market commentary.
- Experience in developing investment marketing campaigns.
- Experience as regional investment consultant.
- Experienced in developing and leading a team of investment professionals.
- Experience with Charles Schwab Advisor Center, custodial platform.
- Ability to identify & prioritize critical tasks.
- Strong presentation skills along with the ability to concisely articulate complex financial concepts in verbal and written form.
- Works well within fast paced team environment.
- Strong written and verbal communication skills.
- Required travel.
- Detail oriented & organized.
