SEC Licensed Portfolio Strategist

Job Summary

A company is looking for an AVP Portfolio Strategy.

Key Responsibilities

• Design and implement quantitative, rules-based investment models across asset classes
• Monitor existing models for alignment with investment objectives and market conditions
• Prepare and deliver updates on model performance and market views to support client retention efforts

Required Qualifications

• Bachelor's Degree in Finance, Accounting, Business Management or Business Administration preferred
• Minimum 10 years' investment experience including portfolio research preferred
• Quantitative modeling experience preferred
• Minimum 5 years' experience managing others preferred
• Workflow or process automation experience preferred