#1007

Investment Strategist

Detroit, MI

4B+ Multi-Family Office 

Overview
4B+ UHNW Multi-Family Office seeks an Investment Strategist to join the Investment Advisory team. Extensive client contact with ultra-high net worth clientele.

Highlights 

  • Serve as the Investment Strategist to a select group of high net worth and ultra-high Net worth clientele 
  • Assist the investment team with asset allocation models and portfolio construction as well as research and due diligence managers and alternatives
  • The Firm offers comprehensive financial, estate, tax and retirement planning with a robust investment platform and a strong culture of collaboration 
  • Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership

Requirements 

  • 5+ years’ experience in wealth management or investment management
  • CFA, CFP, JD or CPA required
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